Financial Planner/Wealth Management & Protection

港漂求职,港漂招聘,内地生求职招聘
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clpro
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注册时间: 2019-09-30 17:25:15

Financial Planner/Wealth Management & Protection

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We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.

Job Descriptions:
- Assess clients’ financial situations by conducting financial needs analysis
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
1. Risk Management
2. Investment & Retirement Planning
3. Asset Allocation
4. Educational Fund
5. Premium Financing
6. Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Provide quality after-sales services to maintain good customer relationship.
- Develop your team

Entry Requirements:
- University graduates with Bachelor or master’s degree in any discipline.
- Excellent interpersonal & presentation skill
- Hard working & willing to learn. Strong desire to take challenges and make success on career life.
- Graduated from oversea university is an advantage
- Proficient at written English, Chinese and excellent at Mandarin.
- Candidates with valid Hong Kong Identity Card is a MUST.
We offer:
- Monthly allowance plus attractive commission and performance bonus
- Comprehensive training programs for professional advancement
- Successful candidates will enter into Career Representative Contracts with AIA
- Fast-track advancement opportunities. Outstanding individuals will be promoted to management positions within 12 months.
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