Account Manager – Customer Service & Development

Altruist Financial Group Limited

  • Hong Kong
  • Permanent
  • Full-time
  • 5 days ago
Established in 2001, Altruist Financial Group Limited is one of the premier financial planning organizations in HK. By partnering with over 60 renowned business partners, we now carry a wide array of financial products and services, including insurance, investment funds, employee benefits, MPF and personal banking services, to meet the unique financial needs of each individual client.Key Highlights:- Over 50,000 solid client base- Senior Member of PolyU Foundation- Awarded as one of "Hong Kong's Most Valuable Companies" from 2005 - 2016- Awarded as "Business High-flyers" in financial planning category from 2005 – 2016- Awarded the “Best Brand in Financial Services Industry Division” of the Golden Image Award in 2019- Received the Family Friendly Employer Award since 2011- Awarded the "Caring Company Logo" since 2003- Obtained the first joint venture insurance agency license in ShenzhenJob DescriptionsProvide professional after-sales service to cultivate strong customer relationship and explore new business opportunitiesIdentify clients’ financial objectives, risk appetites and investment preferencesProvide professional analysis, advice and customized solution based on each individual client’s unique needsFormulate investment strategies and tailor wealth management plans riding on a wide range of products platformStay updated on new products and market trends through in-house training programs and resourcesWe OfferGuarantee Fixed Income >HK$20KFull Commission + Incentives + Bonus + Advisory FeesEducation subsidies for professional designations and IIQE examination + IA/SFC registration FeesAttractive sales incentive and contestsComprehensive training programOngoing client lead support in addition to exploring your own client baseExcellent career path with fast track promotion opportunitiesRequirementsMatriculated or above, min 2 years of work experience (sales / customer service experience preferred)Strong career mind and desire for successAmbitious, self-motivated and willing to take on challengesStrong interpersonal and communication skills, enjoy engaging with peopleHonest, independent and eager to learnYou could move on your career either as Business Development Manager or Team Manager, depending on your own interests. We have wealth of experience in nurturing the top consultants in the industry.Join us and be the top professionals in the industry!!Interested parties, please send your full resume and quote the reference number to:
HR Department, Altruist Financial Group Limited,
26/F CIGNA Tower, 482 Jaffe Road, Causeway Bay, Hong Kong
or email to [email redacted, apply via Company website] or fax to 2838 9390.Visit http://www.altruist.com.hk for more information.All information received will be kept in strict confidence and only for employment-related purposes.

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