全职 Paraplanner 工作, 薪水, BELVEST Hong Kong 公司招聘中 - Ricebowl

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