財務及保險顧問

Financial & Insurance Consultant

Company Description: A leading international financial services organization, offering a wide range of insurance, wealth management, and asset management solutions to individuals and corporate clients.

Location: Hung Hom

• Design tailored financial plans by understanding clients' life stories, dreams, and future aspirations.

• Provide in-depth service to build long-term, trust-based partnerships, focusing on quality over quantity.

• Utilize human-centered financial analysis tools to simplify complex data for clients.

• Specialize in areas like financial independence for young generations or family finance restructuring.

• Offer pro-bono consultations to underprivileged families.

• Prioritize client suitability over commission and believe true financial freedom empowers individuals.

• Possess emotional stability, genuineness, and a strong team spirit.

• Minimum F.5 education with passes in five subjects (including Chinese, English, and Mathematics) to be eligible for licensing exams.

• Must be between 25 and 35 years old with an optimistic, positive, proactive, and self-motivated attitude.

• An 18-month basic salary scheme is provided, with a 1:1 performance ratio. Non-traditional resumes are encouraged.

財務及保險顧問

公司簡介: 一家領先的國際金融服務機構，為個人和企業客戶提供廣泛的保險、財富管理和資產管理解決方案。

地點: 紅磡

• 聆聽客戶的人生故事、夢想，並為其設計個人化的財務方案。

• 提供深入服務，與客戶建立長期互信的夥伴關係，重質不重量。

• 運用以人為本的財務分析工具，將複雜數據轉化為易於理解的生命週期圖表。

• 選擇專注於幫助年輕一代實現財務獨立或重組家庭財務等領域。

• 提供義務諮詢服務予弱勢家庭。

• 優先考慮客戶的合適性而非佣金，並相信真正的財務自由能賦予個人追逐熱情的能力。

• 具備情緒穩定性、真誠，並展現團隊合作精神。

• 最低學歷要求為中五畢業，並在五個科目（包括中文、英文和數學）中取得及格，方符合考取執業牌照的資格。

• 必須介乎 25 至 35 歲，具備樂觀、積極、主動和自我激勵的態度。

• 提供為期 18 個月的基本薪金計劃，表現比例為 1:1。我們鼓勵提交非傳統履歷。