We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and...

We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

金融资管顾问(20-30k,5days work)

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Kwun Tong
Benefits Dental plan, Education subsidies, Medical plan, Shuttle bus, Travel allowance, Year-end bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 03/03/2020
Salary (HKD) $15,000 - $40,000 / month

欢迎成为全面专业的一站式金融资管顾问

我们为你提供最佳的金融资管平台

招聘关键词:一站式金融资管顾问 主力发展大中华区业务 内地背景应征者优先

工作内容:

保险、理财规划:综合分析比较香港保险产品(包括人寿保险、重疾保险、医疗保险、意外保险、储蓄分红保险、年金、投资相连保险、万用寿险等),为客户提供医疗人寿保障、子女教育、养老、财富保值增值以及传承等专业的保险、理财方案。
投资、资产管理:管理客户的环球基金、股票、债券等投资或投资组合,在做好风险管理的前提下,为客户争取更高的收益。
以上兩大类工作内容可根据个人背景、经验及兴趣特长,专攻其一或全面综合发展。

职位要求:
学历: 本科及以上
专业:暂不限专业;金融类,商管,会计,市场行销,心理学等专业优先;理工科,传媒等专业择优
从业牌照:持有保险,证券期货类牌照者优先
专业资格认证:持有CPB\CFP\CFA\FRM\CPA 者优先;入职3年内需持有以上五类专业资格认证中至少一类;入职5年内需持有以上五类专业资格认证中至少二类
优良素质: 思维逻辑能力强,语言沟通能力强,有责任感,积极上进,善于团队合作,善于时间管理

待遇及福利:
首18个月底薪+bonus,每月1.5万-4万不等
收入无上限
丰厚每季及年终花红
全面系统培训:业务培训,技能培训,投资培训,客户网络拓展培训,精英领导人培训
专业认证资格学习及考试费用可全部或部分报销
海外旅游及会议奖赏