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財富管理經理 / 財務策劃顧問

Fortune Case Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-06-07
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Financial Services  Others  Business Development  

Job Description

工作範疇:

  • 為不同需要客人提供合適之財務策劃服務,一站式理財諮詢:包括保險、高端醫療、儲蓄、投資基金、退休計畫、證券買賣等服務
  • 為高端客戶提供遺產規劃及資產配置方案
  • 為中資產人士提供資產配置方案
  • 跟進現有客戶需要


薪酬:

  • 每月收入由你創
  • 如有需要,可申請在職津貼


入職要求:

  • DSE或以上學歷 (歡迎應屆畢業生及持有IANG畢業生申請)
  • 不想再被產品限制個人發展,希望能盡情發展個人事業
  • 良好溝通技巧,目標感強,勇於挑戰
  • 有理想,有工作熱誠,成熟,願意學習者優先

 

求職者請按Apply Now發履歷表

Company Info

China Fortune Financial Group Limited is an investment holding group listed on the Hong Kong Stock Exchange under stock code 290 focusing on financial services. The Group manages a number of subsidiaries, namely Fortune (HK) Securities Limited, Fortune Wealth Management Limited, Fortune Asset Management Limited, Fortune Financial Capital Limited, Fortune Finance Limited and two representative offices, in Shenzhen and in Beijing.

Our principal activities include the provision of securities and insurance brokerage services, margin financing, wealth management, asset management and corporate finance services.

As a major player in the brokerage field, the Board remains vigilant towards ensuring our position in leveraging China's robust financial economy. Our long-term vision is to become a dominant leader in the financial services field, offering one stop service to clients in the small to medium capital market in greater China. The Board's strategy is to strengthen existing brokerage and financing businesses and continue to look out for expansion opportunities through organic growth and acquisitions.

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