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Wealth Management & Protection Manager / Financial Planner

Carol Law & Co.

  • Company Industries:Insurance / Pension Funding

Job Information

  • Post Date:2017-02-27
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time, Permanent
  • Job Function:Analyst  Financial Services  

Job Description

Job Descriptions: 


 
 
1. Provide Professional and Comprehensive Financial Services to Clients

  • Wealth Management

  • Risk Management

  • Investment Portfolio Management

  • Retirement Management

 

2. Team Management 

  • Strategies for Team Building

  • Recruiting and Managing Team

  • Coaching Team

 

3. Self Continuous Improvement 

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)

  • Acquire Up-to-Date Financial Knowledge and News

  • Develop Better Interpersonal and Communication Skills

  • Fast Track Career Path

    1. Business Executive

    2. Management Executive

  • Overseas incentive trips and conventions

 

Requirements 

  • Degree holder in all discipline (Fresh graduates will also be considered)

  • Entrepreneurship and self-motivated

  • Energetic, mature and self-motivated

  • Minimum 1 year working experience

  • Strong interpersonalcommunication and presentation skills

  • Fluent in Cantonese and English is a must, Mandarin is preferable

  • Candidates with PRC background or experience are welcomed (欢迎内地毕业生申请)

 

Our Benefits:

  • Professional training program (Pre-job and on-job training on how to be a MDRT qualifier)

  • One year fast-track promotion program to Senior Manager /Assistant Unit Manager

  • Excellent career path to management level

  • Monthly allowance + Attractive Commission package + Year-End Bonus + Comprehensive Fringe Benefits 

  • Overseas trips and conventions

******  HK Residents ONLY  ******

 

For interested parties, please email your resume to Miss Chan at 9680 6052 for any enquries.

 

(The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidates will be destroyed within 6 months)

 

(To be contacted within one week for interview) 

Company Info

As a leading financial institution, we have been putting huge resources to nurture many financial planning elites to provide sound financial advice to customers, helping them understand how every financial decision they make will have a bearing on their future plans.

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