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資深財富管理客戶經理(加入我們過百人的香港銀行家團隊)


Not Specified
0年工作經驗

職位描述

資深財富管理客戶經理(加入我們過百人的香港銀行家團隊)

職位基本信息

• 職位名稱:資深財富管理客戶經理

• 公司:LiveStyle852 Group Limited

• 工作地點:尖沙咀

• 工作性質:全職

我們提供:

• 每月花紅加無上限傭金

• 靈活自主的工作時間

• 提供現有客戶

• 個人形象打造,助你提升專業形象

你需要

• 具相關經驗的客服經理,為客戶提供專業資產配置方案包括但不限於投資移民丨名校直通丨美金資產丨家族信託

• 需兩地出差,並參與公司於中港兩邊舉辦的有趣社交活動,拓展新客戶

我們希望你

• 持有投資牌照、保險牌照等相關牌照

• 有多年銀行、保險及金融相關經驗者優先考慮

• 具備創業家精神,敢於突破自己,拓展內地市場

加入我們團隊的優勢

• 我們是香港500強上市公司中高淨值業務領域排行第一的區域,首個以銀行家為基底的團隊,成員在財富管理行業擁有多年實戰經驗,具備極高專業能力和行業洞察力。

• 我們提供由經驗豐富的導師親自指導,一對一定制化培訓,工作之餘,同事積極舉辦中港交流活動。團隊在北京擁有私人會所,特別歡迎來自北京的求職者加入

• 兼顧事業與生活平衡,實現“work hard and live in the moment”

Senior Wealth Management Relationship Manager (Join our team of over 100 Hong Kong-based bankers)

Basic Information

· Position: Senior Wealth Management Relationship Manager

· Company: LiveStyle852 Group Limited

· Location: Tsim Sha Tsui

· Employment Type: Full-time

We Offer:

· Monthly bonus + uncapped commission

· Flexible working hours

· Existing client portfolio provided

· Personal branding support to enhance your professional image

You Will:

· Serve as an experienced client manager, providing professional asset allocation solutions including but not limited to: investment immigration, elite school admissions, USD asset allocation, and family trusts.

· Travel between Hong Kong and Mainland China, and participate in engaging company events to expand your client network

We Expect You to:

· Hold relevant licenses (e.g., investment and insurance licenses)

· Preferably have extensive experience in banking, insurance, or finance

· Possess an entrepreneurial spirit, be self-driven, and eager to explore the Mainland China market

Why Join Our Team?

· We are the top-ranked high-net-worth business unit within a Hong Kong Top 500-listed company, and the first team built on a banker foundation. Our members have extensive practical experience in wealth management, with strong expertise and industry insight.

· You will receive personalized one-on-one training from experienced mentors. Beyond work, colleagues actively organize exchange events in both Hong Kong and Mainland China. The team also has a private club in Beijing – applicants from Beijing are especially welcome.

· We emphasize work-life balance, encouraging you to “work hard and live in the moment.”


工作種類
工作地區 Not Specified

有關招聘公司
LiveStyle852 Group Limited