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Management Trainee/ Financial Planning Manager

One Financial Services Limited

  • Company Industries:Others

Job Information

  • Post Date:2017-05-02
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Financial Services  General Management  Insurance Agent / Broker  

Job Description

One Financial Services Limited

One Financial Services Limited has been serving the people of Hong Kong since 1987. Our Financial Consultants are dedicated to meet the different needs of our customers by providing a comprehensive range of insurance services including life insurance, general insurance, employee benefits and investment linked insurance products. 

We are having more than 40% MDRT and recognized professionals (CFP, RFC, LUTCF and FChFP) in our Company as we aim at providing comprehensive and professional financial services to our clients.

We are looking for high caliber candidates or bank elites to join our professional and productive team.

Management Trainee/ Financial Planning Manager

Job description:

1. To provide professional financial services e.g. Risk management Planning, Investment Planning, Retirement Planning and Employee Benefits advice to our personal and corporate clients

2. To cultivate, lead and manage a team by sharing values, knowledge, system and marketing strategies

3. To participate in roadshow and financial seminar for target marketing

4. To Achieve Professional Destinations (MDRT, CFP, RFC and etc…)

5. To Develop Better Interpersonal and Communication Skills

Requirements:

1. Degree holders in any disciplines (Fresh graduates will be considered)

2. Candidates with banking or finance experience will be an advantage

3. Self-motivated, dynamic, patient and a good team player

4. Fluent in Cantonese, Mandarin and English is preferable

5. HK residents is a must / IANG

We offer:

1. Competitive salary packages: Basic monthly allowance + Attractive commission + Year-end bonus + Attractive Quick start performance bonus + fringe benefits

2. Special attractive packages for candidates with banking or IFA background

3. IIQE Courses and Examination and new starter training program for start-up

4. Fast-track travel incentives and conventions and promotion opportunities for candidates with satisfactory performance

5. Comprehensive training with management skills, self-improvement workshops, product & skills trainings, MDRT and Recruitment Power Groups.

6. MBTI Test by Certified MBTI Practitioner to locate the Most Appropriate Job Positioning according the test result.

7. Excellent Career Path to Management Level.

 

 

 

All personal data will be used for recruitment purposes only and will be destroyed after 12 months

Company Info

One Financial Services Limited has been serving the people of Hong Kong since 1987. Our Financial Consultants are dedicated to meet the different needs of our customers by providing a comprehensive range of insurance services including life insurance, general insurance, employee benefits and investment linked insurance products. 

We are having more than 40% MDRT and recognized professionals (CFP, RFC, LUTCF and FChFP) in our Company as we aim at providing comprehensive and professional financial services to our clients.

We are looking for high caliber candidates or bank elites to join our professional and productive team.

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