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财富管理顾问 Wealth Management Consultant ($15,000-$40,000)

China Taiping Life Insurance (Hong Kong) Company Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2018-07-11
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$14,000 - 35,000 /month (negotiable)
  • Employment Type:Freelance, Full Time, Permanent
  • Job Function:Others  Insurance Agent / Broker  Others  

Job Description

工作职责:

  • 为香港及国内客户提供一站式理财咨询服务,包括人寿保险、储蓄及退休计划
  • 为香港及国内的高端客户提供遗产规划及资产配置方案
  • 提供中资产人士资产配置方案
  • 开发新客户及维护现有客户资源
  • 建立及管理财富管理团队

 

我们提供:

  • 每月工作津贴由HK$15,000-HK$40,000
  • (另加佣金+年终花红, 首年可达HK$500,000-HK$HK$800,000)
  • 完善及持续职业训练课
  • 每年海外旅游奖赏
  • 提供良好晋升机会 (可于一年内晋升管理谐层) 
  • 提供在职专业培训和跟进课程

 

入职要求:

  • 有志创业,建立个人事业,成为金融行业精英
  • 持有高中或以上学历 (欢迎应届毕业生及持有IANG毕业生申请)
  • 持有有效香港身份证/持可工作签证
  • 良好国内人际网络优先
  • 能操流利普通话优先

 

Job responsibilities:

• One-stop financial advisory services to Hong Kong and Mainland customers, including life

insurance, savings and retirement plans

• Provision of heritage planning and asset allocation to high-end customers in Hong Kong and
the Mainland

• Provide asset allocation plan formiddle-class

• Develop new clients network and maintain relationship with existing client resources

• Build and manage a wealth management team

 

We will provide:

 

• Monthly income from HK $ 15,000-HK $ 40,000 (including working allowance + commission
+ year-end bonuses up to HK $ 500,000-HK $ HK $ 800,000 in the first year); and

• Perfect and continuous vocational training courses; and

• Annual overseas travel awards; and

• provide good promotion opportunities (promotion of management harmony within one year);
and

• Provide on-the-job professional training and follow-up courses

 

Entry Requirements:

 

• aspiring entrepreneurship, the establishment of personal career, become the financial industry elite

• Have a high school or above education (welcome fresh graduates and holders of IANG graduates)

• Have a valid Hong Kong Identity Card / Work Visa

• Good domestic network is preferred

• Speaking Fluent Putonghua preferred

Company Info

China Taiping Insurance Group Ltd (abbreviated as“China Taiping”) is a Chinese state-owned financial and insurance group whose management headquarters is located in Hong Kong. China Taiping Life Insurance (Hong Kong) Company Limited (abbreviated as “TPLHK”) is a wholly-owned life insurance subsidiary of China Taiping Insurance Holdings Company Limited under the China Taiping (abbreviated as “China Taiping Holdings”, HK00966), which is responsible for life insurance business in Hong Kong. TPLHK started its business since 22 Dec 2015. To support our rapid development, we are eager to invite highly motivated professional to join our team.

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