Job ref no.: CT3131911-01#2873

Senior wealth management manager

Chief Champion Financial Services Company Limited

Job Description

Provide professional financial plans to individual clients on wealth management, medical and life insurance, retirement scheme, investment, etc.

Provide benefit packages to corporate clients such as MPF, Group Medical, Business Insurance, etc.

Build up close business relationship with clients and ensure the delivery of excellent customer experience

Maintain the high-quality standard relationship with our existing clients 

Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines


Job Requirements:

Minimum 3 years relevant experience in financial or banking industries 

Passes in IIQE Examinations Paper would be a plus

IA licensed technical representative preferred 

Strong client network and good interpersonal communication skills 

Good knowledge on wealth management products

Sales-oriented with good relationship building and customer service skills 

Good command of written and spoken English and Chinese (including Mandarin)

Candidates with less experience will be considered as Wealth Management Manager

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More job information
Job ref no. CT3131911-01#2873
Job Function
  • Tsimshatsui
Employment Term
  • Full-time
  • 1 year
Career Level
  • Middle management level
  • Degree