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

Job level Entry
Education Diploma / Certificate
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 07/11/2019
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