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Wealth Management & Protection Manager / Financial Planner (5-days, 12-40k up)

MillionJobs Recruitment Company

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-02-18
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$14,000 - 35,000 /month
  • Employment Type:Freelance, Full Time, Part Time
  • Job Function:Investment  Fund Management  Insurance Agent / Broker  

Job Description

Responsibilities:

  • To provide comprehensive financial strategies to clients including risk management, wealth creation, retirement planning
  • To market our retirement funds, personal medical schemes to individual and corporate clients
  • To develop close relationship with clients and review their financial portfolios periodically
  • Develop your own client servicing skills, and make use of your professional knowledge to maintain a good relationship with clients.
  • Exchange and bring competencies, skills and ideas within the team for the global knowledge / methodologies / experience enhancement of the department.

Requirements:

  • Bachelor degree holder or above in any disciplines, preferably with major in Finance, Accounting, Economics, Business Administration,  or relevant discipline  (Fresh Graduate, High Diploma will be considered)
  • Ability to analyze situations, implement processes and solve problem effectively
  • Mature, self-motivated and pro-active
  • Excellent interpersonal and communications skills
  • Ability to work effectively in team
  • Proficiency in English and Cantonese, Good in Mandarin
  • Candidates who are interested in finance, management and marketing will be an advantage
  • IIQE Paper 1, 3 & 5 qualifier is an advantage

Benefits:

  • Medical benefits
  • 5-day work week
  • 15 working days' annual leave
  • Overseas Travel Rewards
  • Excellent career path to management level in 2 years
  • Selected candidates will be sent to their Shenzhen office for short term attachment.
  • Basic allowance HK$12,000 - HK$40,000 + High Monthly Commission & Year-End Bonus (Performance Based) + incentives + fully-sponsored oversea conferences throughout the year

 Application:

Please send your resume, including (personal particulars / academic background / employment history, current and expected salary, and contact phone number) to info@millionjobshk.

 

**Only Hong Kong citizens or work permit holders will be considered**

Information collected will be used solely for the purpose of selection. Information of candidates not selected will be destroyed in 3 months.

Company Info

Millionjobs Recruitment Company

We are a specialist in Financial and Investment jobs referral. We are providing professional human resource consulting services to our partners and candidates.

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