Junior Relationship Manager (Fresh Graduates and IANGs are welcome)
Priscilla Chan & Co
- Company Industries:Others
Job Information
- Post Date:2018-04-24
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time
- Job Function:Business Development Insurance Agent / Broker Account Servicing
Job Description
- Build comprehensive financial plans, analyze financial data
- Monitor clients' accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints
- Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes
- Prepare and revise financial reports/plans for clients
- Collaborate with other financial planners/expertise on our team
- Generate new client opportunities through networking, referrals, and other sourcing strategies
YOU WILL HAVE
- Annual salary (10K - 50K or above for University Graduate)
- No Ceiling Commission + Year-end-bonus
- Overseas Conventions/ Incentive Trips, a minimum of 2 company trips per year
- 18 months on-job Professional Training Program
- Special holiday packages
- Promising career ladder, fast promotion path to management level
- Premier Academy program for qualified candidates to achieve excellence and strive towards the target of joining MDRT
WHAT YOU NEED
- Bachelor Degree or equivalent qualifications (Fresh graduates and NON-HONG KONG graduates: IANG are welcome)
- Be able to work in Hong Kong (Available VISA for non-Hong Kong residents)
- Outstanding verbal and listening communication skills, proficiency in both Cantonese and Mandarin; fluency in English would be an advantage
- Entrepreneurial drive to build your own business by leveraging your personal network, demonstrated ability to generate new clients
- Ability to build relationships, provide superior customer service
- High level of confidence, perseverance and strong desire to achieve and succeed
工作範圍:
- 為客戶提供專業的財務策劃服務,包括人壽醫療保險丶儲蓄丶投資及退休計畫
- 開拓香港及內地客戶群
- 建立良好的客戶關係丶發展客戶網路以開創商機
- 定期瞭解客戶的財政需要及檢討現有財務計畫
- 發展及管理專業財務策劃團隊
待遇及福利:
- 年薪面議
- 專業發展及明確晉級機會
- 豐厚傭金加年終花紅
- 海外旅遊及會議獎賞
- 提供在職專業培訓和跟進課程
- 獲得金融保險理財知識
入職要求:
- 持有大學學歷者優先 (歡迎非本地在港的畢業生IANG)
- 持有有效香港身份證
- 良好國內人際網路優先
- 具備良好人際溝通技巧及表達能力
- 廣東話或普通話良好,懂英語更佳
- 成熟,有積極性,主動,外向獨立及有目標感
- 有志建立個人事業,發展成為理財策劃優秀專才
Company Info
WE ARE:
young
professional
high performance
peer supportive
fun with balanced work life Family
Joy, Peace, Love!
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