Wealth Management Advisor/ Financial Planning Officer 手足優先 Ref:SUCF01040120
Synergic Consultant Company
- Company Industries:Insurance / Pension Funding
Job Information
- Post Date:2020-04-01
- Career Level:Middle
- Location:Not Specified
- Qualification:Not Specified
- Salary:HK$20,000 - 35,000 /month (includes high commissio
- Employment Type:Full Time, Internship, Part Time
- Job Function:Insurance Agent / Broker
Job Description
We offer
.Base salary PLUS high commission
.Training section for sales and marketing
.Critical thinking skills
.Financial planning concept
.Fun and engaging working environment
Job responsibilities
.Wealth Management & Portfolio Advice
.Investment Planning
.Retirement Planning
.PRC Business & CIES (Capital Investment Entrant Scheme) Planning
.Corporate Solutions Provision
Achievements
.Professional designations (MDRT, CFPCM, ChFC, RFP, RFC)
.Acquire up-to-date financial knowledge and news
.Develop better interpersonal and communication skills
Skills
.Good communication skills
.Candidates with banking experience are welcomed
.Good command in written and spoken Chinese
.Critical thinking
Requirements
.Self-motivated and disciplined
.Willing to learn and share
.Team player
.Leader of the future
.Entrepreneur-alike mindset
Company Info
Synergic Group was established in 2011, which has grown to a team of 40~45 people in 2020. Synergic is now the youngest district among AIA Hong Kong and Macau's agency force.
Contact
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