Partners Personnel Consultancy

Professional Recruitment and Personnel Services

Banking & Finance

Ref. No. Job Title Salary (HK$)
WM-186 Wealth Manager Negotiable
IM-297 Investment Manager Negotiable
WP-158 Wealth Planner Negotiable
PPC-343 Personal Portfolio Consultant Negotiable
IVT-266 Investment Banking Trainee (many vacancies) 10,000 - 15,000 plus comm
FC-098 Financial Consultant (many vacancies) 8,000 - 15,000 plus comm





Personal Portfolio Consultant (PPC-343)   [Apply Now]



Responsibilities
  • Analyze and identify clients financial needs and provide wide range of financial solutions to meet their needs
  • Build quality relationships with clients, and maintain good relationships with clients
  • Explore new marketing opportunities, provide comprehensive support to clients and achieve the sales and business target
Requirements:
  • Form 5 or above
  • Sales experiences preferably in banking, finance, banking, sales and marketing field
  • Mature, self-motivated, aggressive and hardworking
  • Good presentation, communication and interpersonal skills

 

 


Financial Consultant (FC-098)    [Apply Now] 

 

Responsibilities:

  • To provide clients with professional financial planning services including investment planning, life insurance, savings.

  • To develop future business opportunities by maintaining good relationships with clients

 

Requirements:

  • Form 7 or above
  • At lease 1 year experience in banking and finance industry
  • Aggressive, self-confident, outgoing and good team player

 

 


Investment Banking Trainee (IVT-266)   [Apply Now]



Responsibilities
  • Analyze and identify clients financial needs and provide wide range of financial solutions to meet their needs
  • Build quality relationships with clients, and maintain good relationships with clients
  • Explore new marketing opportunities, provide comprehensive support to clients and achieve the sales and business target
Requirements:
  • Degree holder
  • Sales experiences preferably in banking, finance, banking, sales and marketing field
  • Mature, self-motivated, aggressive and hardworking
  • Good presentation, communication and interpersonal skills

 



Wealth Manager (WM-186)   [Apply Now]



Responsibilities
  • To provide professional financial and insurance analysis, advice and provide after-sales service on risk and wealth management products
  • Build quality relationships and maintain good relationships with clients
  • Explore new marketing opportunities, provide comprehensive support to clients and lead a team to achieve the sales and business target
Requirements:
  • Form 5 or above
  • 3-5 years sales experiences preferably in banking, finance, banking, sales and marketing field
  • Mature, self-motivated, aggressive and hardworking
  • Good presentation, communication and interpersonal skills

 



Investment Manager  (IM-297)   [Apply Now]



Responsibilities
  • Provide investment advices and solutions to new and existing clients on global products including fixed income instruments, equities, funds, offshore trusts, derivatives, and other structured products

  • Provide investment guidance and tailor-made financial solution to individual investors to enhance their investment portfolio

 

Requirements:
  • Degree Holder preferably with at least 5 years finance / banking experience

  • HKSI and IIQE qualification or equivalent are an advantage

  • Good knowledge of investment products
  • Excellent presentation skills and sales-oriented
  • Aggressive and able to work under pressure
  • Fluency in both English and Mandarin 

 

 


Wealth Planner (WP-158)   [Apply Now]



Responsibilities
  • To provide professional financial and insurance analysis, advice and provide after-sales service on risk and wealth management products
  • Build quality relationships and maintain good relationships with clients
  • Explore new marketing opportunities, provide comprehensive support to clients and achieve the sales and business target
Requirements:
  • Form 5 or above ( Fresh graduate will also be considered )
  • 1 year sales experience
  • Mature, self-motivated, aggressive and hardworking
  • Good presentation, communication and interpersonal skills