Financial Planner / Associate Financial Planner 理財策劃顧問
Dicky Suen and Company
- Company Industries：Insurance / Pension Funding
Job Information
- Post Date：2018-12-25
- Career Level：Middle
- Location：Kwun Tong Area
- Qualification：Non-Degree Tertiary
- Salary：HK$11,000 - 17,000 /month
- Employment Type：Contract, Freelance, Full Time, Part Time, Permane
- Job Function：Corporate Banking
Job Description
Job description
1. Provide professional financial services provision to clients
- Wealth management and portfolio advices
- Investment planning
- Retirement planning
- Risk management planning
- PRC business & CIES (Capital Investment Entrant Scheme) planning
2. Self-continuous improvement
- Achieve professional destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
- Acquire up-to-date financial knowledge and news
- Develop better interpersonal and communication skills
We look for
- Higher diploma, Associate Degree or above in all discipline (Fresh graduates will also be considered)
- Mature, self-motivated, hardworking and willing to learn
- Energetic and outgoing
- Good interpersonal and communication skills
- Fluent in Cantonese and English is a must, Mandarin is an advantage
- Experience in banking industry or background in mainland will be an advantage
- Welcome for Fresh graduates and IANG candidates (歡迎國內交流生)
Our Benefits
- Professional training program (Pre-job and on-the-job training on how to be a MDRT qualifier)
- Excellent career path to management level
- Monthly allowance + attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and convention
**HKID Card Holder Only**
Applicants with higher Education Level or Experiences can be considered as Wealth Management & Protection Manager.
Company Info
We have the largest team of financial planners in Hong Kong and Macau*, now around 11,000, as well as an extensive network of brokerage and bancassurance partners who serve around 1.78 million customers. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers. We are one of the agencies under diamond family.
* As of 31 December 2014
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