理財策劃助理經理
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銀行從業員或金融背景人士特別待遇
醫療福利，公司旅行 , 獎金福利
為客戶度身訂造個人及家庭財富管理方案、終身醫療類別開支規劃、投資類別財富增值計劃及風險承受評估、退休管理及遺產傳承…
放眼環球貨幣市場並掌握機遇，拓展多元貨幣分紅保險方案，不再只限於港元及美元
致力維繫並拓展客戶關係，以專業互信為基礎
跟進核保及申索、以至死亡理賠的流程
行政工作包括：妥善跟進醫療報告及醫院會計部賬單，更新客戶資料及繳費提醒…
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