財務策劃經理 Financial Planning Manager

職責：Provide different types of life insurance products, financial planning, savings management, retirement planning and children's education fund to clients. Maintain market and customers' relationship in mainland. Plan and implement promotion activities. Share career experiences.

妥善開拓及維護客戶帳戶，檢視並按實際市場狀況更新對客戶的財富管理和投資組合建議；為客人提供專業及一站式的金融服務，包括：財富管理及增值、理財規劃、個人及團體醫療保障、強積金及退休保障；以至企業的融資方案等。監察客戶帳戶，跟進核保及理賠流程事宜

要求：Candidates passed IIQE, Paper I and III are preferred. 有志於財富管理及金融業作事業發展

福利：收入無上限, work life balance, 獨有的專業培訓, 打造了多名理財新星

Sky is your limit. You can enjoy work life balance lifestyle. With unique proven training method, our team has already created many wealth managment professionals. Join us, and be one of them.

查詢 Enquiry: whatsapp 9474 1678  

求職者請填寫google form 📲Please fill in google form : https://docs.google.com/forms/d/e/1FAIpQLSebOXIMX48bkiBqey2n9Bi0NTXvk0xD7Li3BfYp_O9x72EsIA/viewform?vc=0&c=0&w=1&flr=0