1 週前發布

Sales Manager 銷售經理, up to 60K (TTPS/QMAS/IANG are welcome)

Waterdrop Financial Services (HK) Limited

職位描述

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:

  • Identify needs of clients and provide professional financial advice
  • Manage wealth assets of clients through investment vehicles
  • Update financial news to your clients
  • Provide 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

其他細節

職位空缺來源
CTgoodjobs
參考編號
3153355-01#0018
發布日期
2025年11月26日
關鍵詞
5-day week, Discretionary bonus, Flexible working hours, Additional subsidies, Competitive pay, Insurance - Insurance Broker / Insurance Agent, Professional Services - Business Consultancy, Sales / CS / Business Devpt - Sales Management, Financial Services, Tsim Sha Tsui, Full-time, Middle management level, Degree, After-Sales, Customer Relationship, Investment, Mandarin, Planning, Retirement, Sales Manager, Wealth Management, 管理
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