Job Responsibility:

• Work closely with clients to analyze their financial situation
• Develop comprehensive strategies for their wealth management
• Provide full spectrum of financial planning services, including savings, investment, retirement, risk management and education fund to clients
• Constantly monitor and review their financial plans to assist them in achieving their short and long term financial goals

Qualifications:

• University Graduate or above (fresh graduates will also be considered)
• For non-degree holders, Associate Financial Planner Program will be offered
• Experience in Banking or Financial Planning Industry will be advantage
• Self-motivated, Confident, Energetic
• Excellent Interpersonal, Communication and Presentation Skills

Attractive Benefits:

• Monthly Allowance ( 10K - 50K or above for University Graduate)
• No Ceiling Commission + Year-end-bonus
• Overseas Conventions / Incentive Trips
• 18 months on-job Professional Training Program
• Professional Designation Training Program (e.g. CFP, RFP, FchFp etc)
• Fast Promotion Path to Management Level

财富管理及保障经理 (大中华市场)

工作范围：

• 为客户提供专业的财务策划服务，包括人寿医疗保险丶储蓄丶投资及退休计划
• 开拓香港及内地客户群
• 建立良好的客户关系丶发展客户网络以开创商机
• 定期了解客户的财政需要及检讨现有财务计划
• 发展及管理专业财务策划团队

待遇及福利：

• 提供良好晋升机会（可於一年晋升管理阶层）
• 丰厚佣金加年终花红
• 海外旅游及会议奖赏
• 提供在职专业培训和跟进课程

入职要求:

• 持有大学学历者優先
• 持有有效香港身份证
• 良好国内人际网络優先
• 具备良好人际沟通技巧及表达能力
• 成熟，有积极性，主动，外向独立及有目标感
• 有志建立个人事业，发展成为理财策划优秀专才

Interest candidates please send your resume to Ms Leung via "Apply Now"

All information provided by applicants will be treated in strict confidence for recruitment purpose only