你希望加入富競爭力的金融服務機構開創理想事業嗎?Do you want a career that looks to the future?萬通保險國際有限公司為港交所上市公司雲鋒金融集團成員。雲鋒金融集團的主要股東包括雲鋒金融控股有限公司以及美國萬通國際公司。憑藉雄厚實力及穩健可靠的背景,我們承諾為客戶提供專業及科技化的一站式風險及財富管理,以及強積金服務,一起建構非凡未來。YF...

你希望加入富競爭力的金融服務機構開創理想事業嗎?

Do you want a career that looks to the future?

萬通保險國際有限公司為港交所上市公司雲鋒金融集團成員。雲鋒金融集團的主要股東包括雲鋒金融控股有限公司以及美國萬通國際公司。憑藉雄厚實力及穩健可靠的背景,我們承諾為客戶提供專業及科技化的一站式風險及財富管理,以及強積金服務,一起建構非凡未來。

YF Life Insurance International Limited is a member of publicly listed Yunfeng Financial Group Limited, whose major shareholders include Yunfeng Financial Holdings Limited and MassMutual International LLC. Leveraging our robust financial background and solid reliability, we are committed to creating a brighter future for our customers by providing professional and technology-enhanced one-stop risk- and wealth-management consulting services as well as MPF services.

我們深信,每個人都應擁有掌握自己未來的能力及自主性。我們誠意邀請有志投身金融服務界的人才精英加入萬通保險的雲學院,透過最頂尖的支援及發展規劃,與你攜手踏上事業青雲路,成為未來領袖及百萬圓桌會會員,一起實現「未來在我手Own the future」的願景。

We believe everyone deserves the resilience and independence necessary to own their future. We now cordially invite high-caliber candidates to join YF Life’s Institute of Director Development (IoDD) and build a rewarding career with us. Through a carefully crafted development program, we pave the way for you to be a future leader and member of the Million Dollar Round Table, boosting your career to new heights and making “Own the future” a reality.

財務策劃顧問 Financial Planning Consultant

Job level Entry
Education F.5 - F.7 or DSE
Location
Within Hong Kong
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Business Development
Published On 01/05/2021

工作範圍:

Your Responsibilities:

  • 提供專業的財務及保障需要分析服務、財策建議及售後服務,包括各式風險及財富管理產品、強積金及僱員福利產品
  • To provide professional financial and insurance analysis, advice and after-sales service on risk-and wealth-management products, MPF and employee-benefits products
  • 策劃及推行業務推廣及銷售工作
  • To generate and execute sales and marketing plans to meet business targets

 

回報及機會:

Your Rewards and Opportunities:

  • 每年收入可達港幣300,000元或以上
  • Annual remuneration of HK$300,000 and above
  • 豐厚的佣金及花紅、完善的福利計劃
  • Attractive commission and bonus scheme plus fringe benefits
  • 專業及全面的財務策劃培訓課程
  • Comprehensive and professional training in financial planning and services
  • 明確的晉升制度及良好的晉升機會
  • Well-structured career-development path and good advancement opportunities

 

入職要求:

Our Requirements:

  • 中學畢業
  • Secondary school graduate
  • 主動、有幹勁、具服務精神及責任感
  • Self-motivated, outgoing, service-oriented and responsible
  • 具良好人際關係及溝通能力
  • Good interpersonal and communication skills
  • 具銷售、市場推廣、銀行及金融服務業經驗者更佳
  • Experience in sales and marketing, banking and finance would be an advantage

 

未來在你手,請即把履歷寄交

Own the future and make a smart move now! Send your detailed resume to:

電郵: 電話: 

所有求職資料只會用於招聘用途。