Financial Planning Consultant

僱主資料

GET Mdream Wealth Management Limited

公司用戶

GET Mdream Wealth Management Limited are a financial company which committed to building a successful and sustainable future for our people, our customers and the communities we serve. With a team ...了解更多

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Roles and Responsibilities

• To provide comprehensive financial advice based on individual needs• To be involved in job training program in different aspects, such as sales and marketing skills, communication skills, leadership and coaching skills.• To develop market or explore long-term business relationship with potential customers• To furnish clients with opinions on risk and wealth management

 

Job Requirements

• University degree or above in any discipline, Finance, Accounting, Marketing or related discipline is an advantage.• Maintain valid IIQE 1, 3 & 5 certificates is an advantage• Excellent interpersonal and leadership skills. Positive, proactive and meticulous;• Excellent command of written and spoken English and Chinese (Putonghua preferred)• Fresh graduates and overseas graduates from mainland China is welcomed• Able to work independently and under pressure.• Immediately available

 

Benefits:

• Provision of quality customers• Attractive and comprehensive employee benefits with monthly allowance plus.• Travel incentive, Study and Continuous Learning• Sponsorship Comprehensive training program towards professional qualifications• One year Fast-Track Promotion Program to Management Position• Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus 

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