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(Assistant) Wealth Services Manager Job Opening In Hong Kong, Hong Kong – Now Hiring Cornerstone Global Partners


Job description

Job description
Role Overview:
Meet / exceed sales target assigned
Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate
Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions
Support GBA (cross border) business
Process transaction by adhering to the Bank’s operational procedures
Conduct sales through strict compliance of investment sales process guidelines
Conduct outbound call and manage inbound call on various marketing, sales & service program


Ideal Profile:
University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience .
Professional licensing qualifications on HKSI Papers 1, 7 & 8.
Good command of spoken & written in English and Chinese.

Fluency in Putonghua is preferable .

Required Skill Profession

Information And Record Clerks


  • Job Details

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Unlock Your Assistant Wealth Potential: Insight & Career Growth Guide


Real-time Assistant Wealth Jobs Trends (Graphical Representation)

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1567 Jobs in Hong Kong
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Are You Looking for (Assistant) Wealth Services Manager Job?

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Cornerstone Global Partners adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Hong Kong laws and regulations

What Is the Average Salary Range for (Assistant) Wealth Services Manager Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Hong Kong. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for (Assistant) Wealth Services Manager?

Key qualifications for (Assistant) Wealth Services Manager typically include Information And Record Clerks and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Cornerstone Global Partners interview tips for (Assistant) Wealth Services Manager

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Other Openings

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