- Hong Kong Hong Kong
BELVEST Hiring! Full Time Paraplanner in Hong Kong - Ricebowl
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Job Description
Responsibilities
As a Paraplanner you will work within our Wealth Management team enabling you to develop your career in a dynamic and stimulating environment. In addition to working closely with experienced and successful Wealth Managers, the role also entails working closely with company management.
Key responsibilities:
Working directly with management and assigned Wealth Manager(s) on a wide range of investment and insurance products
Preparing client proposals
Preparing and updating reports
Analysing clients’ needs
Conducting research where necessary and liaising with product providers
Provide technical input to update and enhance financial planning practices and procedures
Deliver accurate and thorough research, calculations, new business investment proposals and reports to the Wealth Manager(s) and management
Handling of day to day client queries
Key Benefits
Competitive base salary and annual bonus based on performance
Career opportunity to move into senior roles over time
Opportunities to interactively further develop CRM and investment management systems
A culture of continuous professional development and support for relevant further qualification
Attributes/Skills:
Accuracy, numeracy, attention to detail
Clear and concise communication skills – oral and written
Ability to meet deadlines/work within restricted timescales
Flexible and reliable team member
Ability to work on own initiative to achieve required results
Collaborative and inclusive approach to work with others
Qualifications:
Bachelors degree or equivalent.
Full-time
Key responsibilities:
Working directly with management and assigned Wealth Manager(s) on a wide range of investment and insurance products
Preparing client proposals
Preparing and updating reports
Analysing clients’ needs
Conducting research where necessary and liaising with product providers
Provide technical input to update and enhance financial planning practices and procedures
Deliver accurate and thorough research, calculations, new business investment proposals and reports to the Wealth Manager(s) and management
Handling of day to day client queries
Key Benefits
Competitive base salary and annual bonus based on performance
Career opportunity to move into senior roles over time
Opportunities to interactively further develop CRM and investment management systems
A culture of continuous professional development and support for relevant further qualification
Attributes/Skills:
Accuracy, numeracy, attention to detail
Clear and concise communication skills – oral and written
Ability to meet deadlines/work within restricted timescales
Flexible and reliable team member
Ability to work on own initiative to achieve required results
Collaborative and inclusive approach to work with others
Qualifications:
Bachelors degree or equivalent.
Full-time
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