Waterdrop Financial Services (HK) Limited
立刻申请
Sales Manager 銷售經理 (TTPS/QMAS/IANG are welcome) | 人才服务办公室
8 天前发布
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/
Job Responsibilities:
- Identifying needs of clients and providing professional financial advice
- Management of wealth assets of clients through investment vehicles
- Updating financial news to your clients
- Providing financial analyst, investment, saving, retirement, MPF and financial services management services
- Provide Wealth Management for Clients
- Corporate Solution Planning for Corporate Clients
- Provide quality after-sales services to maintain good customer relationship
工作职责:
- 识别客户需求并提供专业的理财建议
- 通过投资工具管理客户的财富资产
- 向客户更新财经消息
- 提供金融分析、投资、储蓄、退休、强积金和其他金融管理服务
- 为客户提供财富管理
- 为企业客户提供企业解决方案规划
- 提供优质的售后服务,维护良好的客户关系
Job requirement:
- Degree holder in all discipline
- Energetic and outgoing
- Mature, self-motivated, hardworking and willing to learn
- 2 years+ working experience is an advantage
- Experience in banking industry or financial background in mainland will be an advantage
- Full working rights for Hong Kong are also welcome
- Fluent in Cantonese and Mandarin is an advantage
职位要求:
- 各专业学位持有者
- 精力充沛、外向
- 成熟、积极进取、勤奋、乐于学习
- 2年以上工作经验者优先考虑
- 有银行业经验或内地金融背景者优先考虑
- 亦欢迎有香港完整工作权者
- 能说流利粤语和普通话者优先考虑
其他细节
- 职位空缺来源
- CTgoodjobs
- 参考编号
- 3150816-01#0027
- 发布日期
- 12 May 2025
- 关键词
- Banking / Finance - Analyst,Banking / Finance - Fund Management,Sales / CS / Business Devpt - Sales Management,Financial Services,Tsim Sha Tsui,Yau Tsim Mong District,Full-time,Middle management level,Degree,Account Manager (BF),After-Sales,Customer Relationship,Investment,Mandarin,Planning,Retirement,Sales Manager,Wealth Management,管理