Waterdrop Financial Services (HK) Limited

Sales Team Head of Wealth Management 财富管理销售团队主管 (up to 60K) | 人才服务办公室

7 天前发布

立刻申请

职位描述

水滴金融服務(香港)有限公司(以下簡稱“水滴金融”)創立於香港,為個人和企業客戶提供專業的保險經紀及財富規劃服務,以用戶為本滿足多元化需求。公司憑藉前瞻性的營運理念、強大的產品業務支持網路、專業的規劃諮詢團隊為客戶的財富服務。

透過這個龐大的平臺,我們為客戶提供理財策劃,強制性公積金,保險服務,風險管理等全方位金融服務。水滴金融母公司(水滴公司)已於二零二一年五月七日正式登陸紐約證券交易所(股票代碼:WDH)。

https://www.waterdropfinancial.com/

Key Responsibilities:

  • Composing tailor-made and professional financial solutions to customers that satisfy their changing financial needs, including risk management planning, retirement planning and family asset inheritance planning, etc.
  • Presenting financial solutions to individual and corporate clients
  • Build long-term customer relationship
  • Recruiting, establishing and managing a team of your own
  • Designing and implementing team strategies. managing the team to deliver business objectives

主要职责:

  • 为客户量身定制专业理财方案,满足客户不断变化的财务需求,包括风险管理规划、退休规划、家族资产继承规划等。
  • 为个人和企业客户提供理财解决方案
  • 建立长期客户关系
  • 招募、建立和管理自己的团队
  • 设计和实施团队战略,管理团队实现业务目标

Job Requirements:

  • Bachelor degree holder or above
  • Self-motivated, target-oriented, passionate for winning and proactive
  • Possessing outstanding leadership qualities
  • A responsible team player
  • Excellent communicator with splendid analytical and organising skill
  • Good command of spoken and written Chinese and English

职位要求:

  • 本科以上学历
  • 积极进取、目标明确、追求成功、积极主动
  • 了解招募和管理团队
  • 高招募潜力理财师,打造自己的专业团队
  • 有责任心、团队精神强
  • 善于沟通、分析和组织能力强
  • 中英文口语和书写流利

其他细节

职位空缺来源
CTgoodjobs
参考编号
3150816-01#0024
发布日期
12 May 2025
关键词
Banking / Finance - Investment,Banking / Finance - General / Others,Financial Services,Tsim Sha Tsui,Yau Tsim Mong District,Full-time,Middle management level,Master's degree,Degree,Account Manager (BF),Analytical,Customer Relationship,Leadership,Planning,Recruiting,Retirement Planning,Risk Management,Sales Manager,Wealth Management / Financial Planning / Private Banking Manager,Written Chinese,管理

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