Job Feature: Insurance

Salary Currencies

  • 21 Job(s)
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  • Wealth Management Consultant

    We are a dynamic and growing company dedicated to delivering exceptional wealth management services and bespoke financial solutions to our clients. We are seeking a proactive, client-focused, and results-driven Wealth Management Consultant to join our team. This role is pivotal in building and maintaining strong client relationships, providing tailored investment and financial planning advice, and contributing to the growth and success of our wealth management business.

    Monthly Pay(HKD) : $30000 - $50000

    Company User : L.M.W. Fortune Consultant Company Limited

  • 中/港兩地保險業務策劃顧問

    為客戶提供全面財務策劃服務, 包括投資儲蓄, 退休策劃, 人壽保險, 疾病意外, 醫療住院, 強積金等, 團體保障, 年金及退休方案予個人或公司客戶

    Monthly Pay(HKD) : $15000 - $40000

    Company User : A Plus Wealth Management

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  • 財富管理見習經理(歡迎想要續簽的人士)

    關於我們 優越家族辦公室 Privilege Family Office 是一個整合式財富顧問平台,致力為個人客戶、企業客戶及高淨值家庭提供一站式財務策劃及家族辦公室服務。 我們的服務範疇包括: - 家庭財務策劃 - 保障及風險管理 - 儲蓄及教育基金規劃 - 財富傳承及信託規劃協調 - 高淨值客戶資產配置方案 - 家族治理及接班人培育規劃 - AI 數據分析及客戶管理方案應用 我們不只是做金融產品銷售,而是希望透過系統化的家庭財務規劃,協助客戶建立更清晰、更長遠、更有安全感的財富安排。

    Monthly Pay(HKD) : $18000 - $20000

    Company User : 優越家族辦公室

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  • 財富管理見習經理(歡迎在港陪讀爸爸媽媽)

    關於我們 優越家族辦公室 Privilege Family Office 是一個整合式財富顧問平台,致力為個人客戶、企業客戶及高淨值家庭提供一站式財務策劃及家族辦公室服務。 我們的服務範疇包括: - 家庭財務策劃 - 保障及風險管理 - 儲蓄及教育基金規劃 - 財富傳承及信託規劃協調 - 高淨值客戶資產配置方案 - 家族治理及接班人培育規劃 - AI 數據分析及客戶管理方案應用 我們不只是做金融產品銷售,而是希望透過系統化的家庭財務規劃,協助客戶建立更清晰、更長遠、更有安全感的財富安排。

    Monthly Pay(HKD) : $18000 - $20000

    Company User : 優越家族辦公室

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  • MPF Specialist (Full time/Part time/Internship)

    Reporting to the Team Head - MPF Specialist of Wealth Management, the candidate is responsible to develop new MPF distribution business for the company through corporate and individual sales channels.

    Monthly Pay(HKD) : $18000 - $30000

    Company User : Jackey Ko Consultant CO.

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  • Wealth Management Trainee Program - Hong Kong 財富管理實習生計劃 - 香港

    ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. ONE是一群專注於財富管理和全球頂級基金投資信託服務和退休規劃等方面的專家,我們為客戶提供無縫的財富管理服務。

    Monthly Pay(HKD) : $15000 - $50000

    Company User : ONE WEALTH MANAGEMENT COMPANY Limited

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  • Wealth Management Manager (Hong Kong) /財富管理經理(香港)

    ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. ONE是一群專注於財富管理和全球頂級基金投資信託服務和退休規劃等方面的專家,我們為客戶提供無縫的財富管理服務。

    Monthly Pay(HKD) : $15000 - $50000

    Company User : ONE WEALTH MANAGEMENT COMPANY Limited

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  • Wealth Management Manager (Hong Kong) /財富管理經理(香港)

    ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. ONE是一群專注於財富管理和全球頂級基金投資信託服務和退休規劃等方面的專家,我們為客戶提供無縫的財富管理服務。

    Monthly Pay(HKD) : $15000 - $50000

    Company User : One & Company

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  • Wealth Management Trainee Program - Hong Kong 財富管理實習生計劃 - 香港

    ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. ONE是一群專注於財富管理和全球頂級基金投資信託服務和退休規劃等方面的專家,我們為客戶提供無縫的財富管理服務。

    Monthly Pay(HKD) : $15000 - $50000

    Company User : One & Company

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  • 中港兩地保險策劃顧問

    清晰了解客戶的財務狀況,為客戶提供專業的財務策劃服務及提供專業理財分析服務、保險計劃, 強積金整理及諮詢服務等 (職務或涉及金融/保險及強積金業務)

    Monthly Pay(HKD) : $15000 - $30000

    Company User : A Plus Wealth Management

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  • Financial Planner

    Job Description • Provide comprehensive financial planning, retirement planning, and personalized financial advice to clients. • Research and present tailored investment strategies. • Develop and execute strategies for risk management and estate planning. • Identify and cultivate new client relationships while managing and growing an existing book of business. • Prepare and maintain thorough financial documentation for clients.

    Monthly Pay(HKD) : $15000 - $50000

    Company User : Jenny's Consultant

  • 急聘! 保險掛牌,只需齊卷一、卷三,只需成功於2024年12月上牌,即可獲一次性$9000報酬

    急聘! 保險掛牌,只需齊卷一、卷三,只需成功於2024年12月上牌,即可獲一次性$9000報酬

    Pay by Project(HKD) : $9000

    Company User : Kelvin Zin International

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    • 21 Job(s)
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