Job ref no.: CT3128119-01#0016
Polar Management Company

Wealth Management Advisor/ Trainee

Polar Management Company

Join us and explore your career opportunities!

We are currently seeking a high caliber professional to join our team as Wealth Management Advisor.

Principal responsibilities:

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities

Requirements:

  • University degree in a related discipline is preferred
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of one years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers 

Salary: $18,000.00 to $25,000.00 /month 

More job information
Job ref no. CT3128119-01#0016
Salary
  • 20,000 - 25,000 / month
Job Function
Industry
Location
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
Experience
  • 0 year - 3 years
Career Level
  • Entry level
Education
  • Asso. Deg or High Dip
  • Degree
Benefits
  • 5-day week
  • Competitive pay
  • Flexible working hours