Financial Planner/Wealth Management & Protection
发表于 : 2019-10-04 15:27:53
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.
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.