Financial Planning Manager (Local n IANG)
Jackey Ko Consultant CO.
公司用戶
Having set up our first operations in Hong Kong in 1892, we are one of the established players in the Hong Kong financial services market offering customers a wide array of protection and wealth ma...了解更多
Job Description
Key Roles and Responsibilities
- Provide professional financial services to our clients, including risk management, health, protection, retirement planning and wealth accumulation.
- Provide group and pension solutions to corporate Clients
- Expand potential market with active exploration
- Maintain business performance through effective activity management
- Achieve excellence and strive for membership of the Million Dollar Round Table (MDRT)
- Equip professional financial knowledge and skills constantly for on-going career development
- Team building and participating in District development
- Clients relationship management, expand clients network and review their financial need regularly
Benefits
- Professional and comprehensive training will be provided. Excellent career path to management level.
- Earnings and recognition will be tied directly to your efforts and results
- Work-Life Balance
- Sign-on bonus and training allowance up to HK$17,000
- Monthly business allowance up to HK$50,000.
- Competitive remuneration package
- Fully Group life and Medical benefits
- Overseas conventions and exchange program
- Professional qualification sponsorship, such as Certified Financial Planner (CFP)
Skills & Requirements
- Final year student who come from Mainland China pursing a bachelor’s degree or higher qualification in a full-time and locally accredited programme in the HKSAR and holding a valid Student visa
- Bachelor degree or above
- Good communication and interpersonal skills
- Relevant experience in sales and customer relationship building with a proven track record
- Sales oriented and positive thinking
申請工作時，切勿提供重要的個人資料，例如身份證、銀行戶口及信用卡的資料。
不要隨便相信「無需經驗、學歷」，又「人工高、福利好」的招聘廣告，應留意空缺工資與所需條件是否合乎現實和市場水平。對公司背景資料、空缺職責或行業亦應有基本認識。