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Job Title:  Wealth Manager     
Provided Salary:   20000-25000 Work Type:   Full-time
Education:   Bachelor Work Place:   Macao China
Number Of Vacancies:   3 Work Experience:   Not Available
Updated Date:   2023-12-20 Job Type:  
Insurance
Certification Requirements:  

Position Requirement:

工作職責:

  • 為澳門及國內的高端客戶提供遺產規劃及資產配置方案.
  • - 風險對沖管理 
  • - 資產重新分配 
  • - 保存管理 
  • - 共同基金投資 
  • - 退休計劃 
  • - 遺產規劃 
  • 定期跟進客戶需要及更新保障計劃
  • 建立客戶網絡 
  • 協助發展及管理高學歷專業團隊
  • 投資移民

入職條件:

  • 大學或以上學歷(任何專科)
  • 持有有效澳門永久居民身份證 / 非永久居民身分證
  • 具備良好溝通技巧及表達能力
  • 有志建立個人事業,發展成為理財策劃優秀專才
  • 熟識國內業務,懂國語粵語者優先
  • 有意加入客戶服務行業人士,樂意跟客戶溝通
  • 熱情主動,愛文化交流
  • 慬內地文化

我們提供:

  • 每年有海外交流及旅行機會,擴闊員工在工作以外的視野
  • 全面的培訓課程:財富管理知識、保險業運作、投資、高端客戶思維、市場銷售概念、產品知識等等
  • 每月津貼加上具吸引力的傭金和表現獎金
  • 快速的晉升機會
  • 協助同事獲取財務策劃師專業資格
  • 協助成為(MDRT)百萬圓桌的會員



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