Wealth Management Advisor/ Financial Planning Officer 手足優先 Ref:SUCF01040120

Synergic Consultant Company

Company Industries：Insurance / Pension Funding

Job Information

Post Date：2020-04-06
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 District
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.

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