Job ref no.: CT3124177-01#0007
Polar Management Company

Wealth Management Supervisor / Trainee

Polar Management Company

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

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
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Requirements:

  • University degree in a related discipline is preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations is an advantage
  • 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. CT3124177-01#0007
Salary
  • 18,000 - 25,000 / month
Job Function
Industry
Location
  • Tsimshatsui
Employment Term
  • Permanent
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Non-management level
Education
  • Degree