Responsibilities:

• Explore customer’s needs with e-tools and provide customize solutions that synchronize with customers' different life stages
• Arrange corporate benefit schemes including business, key man insurance and employee benefits
• Build up and maintain client relationship and identify business opportunities
• Inform customers with current market news and knowledge
• Use different marketing channels to promote our services

Requirements:

• Relevant experience in financial services industry, particularly in China and Taiwan
• Degree holders in Finance or Business related discipline; professional qualifications such as CFA, CFP or CFMP preferred
• Willing to learn and out-going attitude
• Demonstrate high enthusiasm for career development and team building
• Resilient with strong communication, negotiation, and interpersonal management skills
• Fluent in spoken and written English and Chinese (Cantonese & Mandarin)
• Candidates from China and Overseas are welcome
• Good at Putonghua and Chinese typing;
• Presentable and good communication skills

We provide:

• Attractive remuneration package and comprehensive fringe benefit to successful candidate
• Comprehensive training program towards Professional Destinations

Salary: HKD 15K-28K

工作職責:

• 銷售不同的金融產品以迎合客戶在不同人生階段上的需要
• 與不同企業接洽安排商業保險, 要員保險和各類員工福利
• 建立和維護客戶關係
• 根據客戶的風險承受能力、預期的回報及個人的投資經驗為客戶提供投資方案
• 通知客戶市場新聞和知識
• 安排不同的渠道推廣我們的服務

入職要求:

• 有1年以上從事金融服務行業的經驗，曾在中國或台灣從事相關工作更佳
• 擁有金融學位資格或相等學歷；有CFA，CFP或CFMP的專業資格更佳
• 通過證券及期貨條例及保險中介人資格考試
• 渴望發展個人事業；擁有自己的精英團隊
• 具有卓越的銷售技巧及客戶導向、良好的溝通和表達能力
• 性格積極進取，能夠在壓力下工作
• 熟識投資及財富管理產品
• 精通英文及中文(廣東話及國語)
• 歡迎中國及海外求職者

我們提供:

• 優厚的薪酬待遇和福利
• 全面的專業培訓，以助團隊成員邁向專業

薪酬:

• HKD 15,000-28,000

Oasis Resource Company is a leading wealth management company located in Hong Kong, mainly focus on the elite candidates in financial industry. Over past years, many candidates found their business and career successfully through us.