財富管理顧問

發佈日期: 2018-05-18

公司:

招聘內容:

财富管理顾问 Wealth Management Consultant ($15,000-$40,000)

China Taiping Life Insurance (Hong Kong) Co Ltd - Ms Kitty Kam

工作职责:

• 为香港及国内客户提供一站式理财咨询服务，包括人寿保险、储蓄及退休计划
• 为香港及国内的高端客户提供遗产规划及资产配置方案
• 提供中资产人士资产配置方案
• 开发新客户及维护现有客户资源
• 建立及管理财富管理团队

我们提供:

• 每月工作津贴由HK$15,000-HK$40,000(另加佣金+年终花红, 首年可达HK$500,000-HK$HK$800,000)；及
• 完善及持续职业训练课程；及
• 每年海外旅游奖赏；及
• 提供良好晋升机会 (可于一年内晋升管理谐层) ；及
• 提供在职专业培训和跟进课程

入职要求:

• 有志创业，建立个人事业，成为金融行业精英
• 持有高中或以上学历 (欢迎应届毕业生及持有IANG毕业生申请)
• 持有有效香港身份证/持可工作签证
• 良好国内人际网络优先
• 能操流利普通话优先

Job responsibilities:

• One-stop financial advisory services to Hong Kong and Mainland customers, including life insurance, savings and retirement plans

• Provision of heritage planning and asset allocation to high-end customers in Hong Kong and the Mainland

• Provide asset allocation plan for middle-class

• Develop new clients network and maintain relationship with existing client resources

• Build and manage a wealth management team

We will provide:

• Monthly income from HK $ 15,000-HK $ 40,000 (including working allowance + commission+ year-end bonuses up to HK $ 500,000-HK $ HK $ 800,000 in the first year); and

• Perfect and continuous vocational training courses; and

• Annual overseas travel awards; and

• Provide good promotion opportunities (promotion of management harmony within one year);
and

• Provide on-the-job professional training and follow-up courses

Entry Requirements:

• Aspiring entrepreneurship, the establishment of personal career, become the financial industry elite

• Have a high school or above education (welcome fresh graduates and holders of IANG graduates)

• Have a valid Hong Kong Identity Card / Work Visa

• Good domestic network is preferred

• Speaking Fluent Putonghua preferred

學歷要求: 中學

人工: $15,000 ~ $ 40,000

招聘數目: 5