Job ref no.: CT3114989-01#0004
Taiping Financial Holdings Company Limited

Wealth Management Consultant, Securities Brokerage
財 富 顧 問 — 証 券 經 紀

Taiping Financial Holdings Company Limited

  • 5-day week

Job Responsibilities:
1. Responsible for promotion and sales of business and products
2. Promote and execute sales policies and plans
3. Provide professional wealth management services to clients
4. Provide training and support for internal staff

Job Requirements:
1. Degree holder or above, Master or above major in Finance, Accounting or Economics preferred
2. Minimum 3 years of relevant experience in securities industry, experience in wealth management position preferred
3. Excellent interpersonal, communication and stress management skills with knowledge in financial products and investment research
4. With SFC R.A. 1, 4, 6 and 9 qualifications preferred;
5. Proficient in spoken and written Chinese and English, including Cantonese and Putonghua
6. Preference will be given to those with existing clients base with package negotiable

1、 公司業務和產品的推廣和銷售工作
2、 公司營銷政策和方案的推廣和執行
3、 為客戶提供專業的財富顧問服務
4、 為內部員工提供研配支援和培訓

1、 學歷水準:全日制大學本科及以上學歷,研究生及以上學歷、金融、財務、經濟類專業優先優先;
2、 工作經驗:具有證券或相關行業3年以上經驗,有本崗位工作經驗者優先;
3、 能力要求:良好的親和力、出色的溝通能力和抗壓能力、對金融行業和產品有較強的瞭解,具有投研能力;
4、 資格技能:通過香港證券及期貨從業資格1、4、6、9號牌資格考試者優先;
5、 語言要求:中、英、粵熟練;
6、 有客戶資源優先考慮或面談待遇。

We provide 5-day work week and attractive remuneration package to the right candidate. Interested parties, please send English and Chinese full resume with present, expected salary and date available by email by clicking Apply Now.

More job information
Job ref no. CT3114989-01#0004
  • N/A
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree