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Wealth Management and Protection Consultant / Trainee 財務策劃顧問 招募 (歡迎本地及非本地在港的畢業生IANG)

SUC-ST Consultancy Company

  • Company Industries:Others

Job Information

  • Post Date:2019-07-09
  • Career Level:Entry Level
  • Location:Causeway Bay
  • Yr(s) of Exp:1 years
  • Qualification:Degree
  • Salary:Base salary + high commissio
  • Employment Type:Full Time, Internship, Permanent
  • Job Function:Retail Sales
  • Benefits:Dental insurance, Education allowance, Five-day work week, Flexible working hours, Free shuttle bus, Life insurance, Medical ins

Job Description

我們是AIA 容永褀家族 S-SY DISTRICT的專業團隊SST,由專業財務策劃師Saxon Tang領導。

【人才招募】

加入Success ST團隊,成為財富管理顧問/實習生。

「不要慣性於平庸,不要慣性於妥協,每一刻要求卓越」這是我們團隊的堅持,務求為不同層面的客户提供最全面的財富分析保障方案,達至豐盛人生。我們相信憑著「勤」丶「誠」丶「愛」三個宗旨,能夠以精心策劃的理財投資計劃,為客户提供一生的關懷。

SaxonAIA友邦香港的副財富管理總監,具備13年資深經驗,曾為不同客户提供切合個人需求的財富保障方案,達至豐盛人生。Saxon亦是IARFC認證財務顧問師丶首席MPF強積金顧問和認可兒童財商導師。他連續7贏得LUAHK Quality Advisor Award,以及連續6年成為MDRT百萬圓桌會員,而其中2018年達至COT的佳績

加入我們的團隊,Saxon將會以師徒制的形式為你提供培訓和指導,教導你成為獨當一面的財務策劃師,助你取得傑出成就。你更可以晉身成為「百萬圓桌」的會員建立人際網絡,為客户提供卓越的服務和支援,取得可觀收入。

 

【你會學習到甚麼?】

  • 分析客戶需求和人生目標
  • 供專業意見,度身訂做財富管理計劃
  • 為客户實踐丶改良和監控管理計劃
  • 發展財務策劃團隊 

 

【你會得到甚麼?】

  • 參與財政業務,涉獵廣泛知識 
  • 獲得財務策劃師CFP的專業資格
  • 全面師徒式培訓和導師跟進
  • 親身參與,學習體驗會客過程 
  • 參加不同專題會議和活動,獲取行業最新資訊 

 

【福利待遇】

  • 每月津貼+豐厚佣金+年終花紅 
  • 良好晉升機會,成為管理層,建立自營團隊
  • 成為百萬圓桌MDRT會員 
  • 考取專業資格的保險執照培訓課程

 

【入職資格】

  • 大學或以上學歷 
  • 合資格在香港從事金融業(歡迎IANG申請)
  • 良好交際和溝通能力 
  • 相關經驗,優先考慮 

報名方法:

請按下方的APPLY NOW提交履歷表遞交申請至Mr. Saxon Tang (SST Team Leader 副財富管理總監)或致電/ WhatsApp  9130 0500  與Saxon聯絡。歡迎瀏覽我們的Instagram: saxon.tang

 

We are SST, a professional agency team led by wealth management director Mr. Saxon Tang. We are a part of Mr. Samuel Yung Wing Ki’s family in AIA.

 

WE ARE HIRING

Join Success ST to become the next wealth management consultant/ trainee.

The pursuit of excellence makes Saxon an award-winning wealth management director with professional qualifications. He is looking for talents to join his team Success ST in AIA International Limited. We strive to provide comprehensive wealth management and protection plans for our clients.  

Saxon is an associate wealth management director and has been working in AIA for over 13 years. He is also an IARFC Registered Financial Consultant, Chief MPF Consultant and Certified Children’s Financial Quotient Instructor. He has won the LUAHK Quality Advisor Award for 7 years in a row. He has also been a MDRT member for 6 years, and reached COT in 2018.

Saxon will provide training and guidance as a mentor and help you become a successful financial planner with considerable income. 

【 What will you learn?

  • Analyze client’s needs and life goals
  • Provide professional advice and customize wealth management plans
  • Supervise the plans
  • Build a financial planning team

【 What will you gain?

  • General knowledge about the financial industry
  • Become a professional financial planner with CFP qualification
  • Comprehensive mentorship program with training and guidance
  • Hands-on experience and meetings with clients
  • Participate in financial meetings and activities

【 Benefits

  • Monthly allowance, commission and bonus
  • Promotion opportunities
  • Become a MDRT member
  • Become a qualified insurance broker

【 Job Requirements

  • Bachelor degree or higher level
  • Has the right to work in the financial industry in Hong Kong (IANG are welcome)
  • Good interpersonal skills
  • relevant work experience is preferred 

Apply now!

Click the APPLY NOW button and send your resume to Mr. Saxon Tang OR call/ WhatsApp 91300500 to contact Saxon. Feel free to visit our Instagram: saxon.tang

 

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