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Financial Planner / 理財規劃師 (IANG Welcomed / 歡迎IANG)

Synergy Financial Organization

  • Company Industries:Others

Job Information

  • Post Date:2024-04-26
  • Location:Tsim Sha Tsui
  • Salary:$25,000 – $37,500 per month
  • Employment Type:Full time
  • Others:Direct placement into mid-level management positions
    Flexible working hours + work from home
    Extensive on-the-job training
  • Job Function:Risk  Consulting  

Job Description

Synergy Financial Organization is looking for experienced candidates to join our elite team of financial planners and wealth managers. Successful applicants will be trained and placed into positions for sales. This position is specially tailored for fresh graduates and IANG applicants.

 

Key Responsibilities and Duties

  • Provide clients with wealth management, insurance, retirement and investment advice and services
  • Recruit, build and manage your team in business and sales
  • Stay up-to-date with latest market trends, products and news 

 

Requirements

  • University degree is preferred
  • Fresh graduates and IANG applicants are welcomed
  • Good communication and interpersonal skills
  • Proficiency in spoken and written Chinese and English
  • Experience in sales, customer service and management is preferred

 

Benefits

  • Monthly allowance plus commission package + performance bonuses
  • Professional pre-employment and on-the-job training
  • Extensive career path to higher management positions
  • Comprehensive medical coverage, life insurance and retirement benefits
  • Travel incentives and overseas conventions
  • Flexible working hours + work from home

 

With over 37 years of experience, Synergy Financial Organization is committed to providing the highest quality service to our clients for their financial needs. Join us today and become part of our team that truly cares!

Company Info

Synergy Financial Organization

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