Wealth Management Manager & Financial Planner
Jina Company
- Company Industries:Others
Job Information
- Post Date:2017-12-08
- Career Level:Entry Level
- Location:Not Specified
- Salary:Base salary + high commission
- Employment Type:Full Time
- Job Function:Insurance Agent / Broker
Job Description
Job duties職責:
* To provide individuals with professional and all-rounded financial analysis in terms of Life Insurance Protection; Savings Management; Education, Investment and Retirement Planning.為客戶提供全面的理財分析服務,包括人壽保障,儲蓄,教育,投資,退休計劃。
* To help high-net worth customers to plan their assets allocation and risk management.為高凈值客戶提供資產配置及風險管理方案。
* To maintain the best relationship with existing clients and expand new business and network in domestic and PRC market. 現有客戶關係維護,拓展本地與國內市場新客源。
* To build up and manage own business team.建立及管理自屬團隊。
Requirements要求:
* College/University degree or equivalent in all discipline.大專/大學或以上文憑學歷(任何專科)
* Fresh graduates and IANG are welcome to apply.歡迎內地來港畢業生和IANG簽證持有人士。
* Holder of HKID Card/Dependent Visa/IANG Work Visa.香港永久居民或居民身份證/IANG簽證。
* Positive, Energetic,Motivated,Aggressive, Willing to work under pressure開朗熱誠,主動性強,有進取心,能面對壓力。
* Self-discipline,Responsible, well-organized,Independent,Willing to learn.自律,有責任心,善於規劃,獨立性強,願意學習。
* Strong interpersonal and communication skills,Team player良好人際溝通和表達能力, 善於團隊合作。
* Regional language ability ( Mandarin / Cantonese), good PRC-focused network would be a significant advantage. 流利國語/粵語,良好內地人脈基礎優先。
Benefit 福利待遇:
* Monthly Allowance plus Attractive Commission and Year End Performance Bonus:Up to HKD500,000~1,000,000 yearly.每月津貼+佣金+年終花紅。首年可達HKD500,000~1,000,000。
* Overseas Convention fully sponsored by Company每年海外旅遊獎賞,業績優異者可獲免費海外會議旅遊高標準資格。
* One year fast-track Promotion Program to Assistant Unit Manager.提供快捷的晉升通道(最快一年可晉升管理層)。
* Professional on-work training提供在職專業培訓,包括:
² Knowledge of Wealth Management and Marketing Concept財富投資管理知識及營銷概念。
² Product Knowledge, Business Operation and Regulation產品知識、業務運作及法規。
² High-End Market Development and Strategy高端市場開拓與策劃。
² Every 3 days of small group training a week to enhance business capabilities每週3天由資深導師額外以小班形式培訓,幫助入職者盡快熟悉業務。
Company Info
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