AIA Wealth Management Manager / Financial Planner *Full Time*
King Fung & Co.
- Company Industries:Insurance/Pension Funding
Job Information
- Post Date:2020-04-04
- Career Level:Entry Level
- Location:Not Specified
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Contract, Full Time, Internship
- Job Function:Asset Management
Job Description
Job Descriptions:
- Assess clients’ financial situations by conducting financial needs analysis
- Analyze and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
- Risk Management
- Retirement Planning
- Asset Allocation
- Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
Entry Requirements:
- University graduates with Bachelor or master’s degree in any discipline.
- Self-motivated with strong drive to succeed.
- Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
- Good numerical skill and business sense.
- Strong interpersonal, communication and presentation skills.
- Proficient at written English, Chinese and excellent at Mandarin.
- Candidates with valid Hong Kong Identity Card is a MUST.
Benefit:
- Monthly pay form 20K to 55K+
- Work-life balance
- Promotion opportunities
- Performance bonus
- Provide profession trainings
Company Info
Founder - Mr. Kenneth Cheung - https://www.linkedin.com/in/kennethcheungkf/
CL-PRO FB: https://www.facebook.com/CLProTeam
YouTube: https://youtu.be/zJNZw-rYLAw
CL-PRO FB: https://www.facebook.com/CLProTeam
YouTube: https://youtu.be/zJNZw-rYLAw
Position | Company | Location | Update |
---|