工作領域:為客戶度身訂造個人及家庭財富管理方案、終身醫療類別開支規劃、投資類別財富增值計劃及風險承受評估、退休管理及遺產傳承…放眼環球貨幣市場並掌握機遇,拓展多元貨幣分紅保險方案,不再只限於港元及美元致力維繫並拓展客戶關係,以專業互信為基礎跟進核保及申索、以至死亡理賠的流程行政工作包括:妥善跟進醫療報告及醫院會計部賬單,更新客戶資料及繳費提醒…...

工作領域:

  • 為客戶度身訂造個人及家庭財富管理方案、終身醫療類別開支規劃、投資類別財富增值計劃及風險承受評估、退休管理及遺產傳承…
  • 放眼環球貨幣市場並掌握機遇,拓展多元貨幣分紅保險方案,不再只限於港元及美元
  • 致力維繫並拓展客戶關係,以專業互信為基礎
  • 跟進核保及申索、以至死亡理賠的流程
  • 行政工作包括:妥善跟進醫療報告及醫院會計部賬單,更新客戶資料及繳費提醒…

 

待遇:

  • 視乎面試情況給予「財富管理經理 / 財務策劃顧問」作為職位起點
  • 設新工作過渡期適應津貼,另有佣金、花紅、業務競賽獎金…
  • 在職培訓
  • 執業考試費贊助
  • 工作上提供多項彈性安排
  • 有機會獲贊助來回機票及酒店住宿出席海外高峰會議

客戶專屬財富管理職位 (Cantoness Speaking)

Job level Entry
Education Bachelor Degree
Location
Within Hong Kong
Benefits Competitive pay, Education subsidies, Medical plan, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Asset Management
Banking / Finance > Investment Banking / M & A
Banking / Finance > Private Banking / Wealth Management
Published On 26/10/2021


Build and manage a portfolio of clients in Hong Kong and Global market according to their financial needs
Provide professional financial and investment solutions to clients including but not limited to Healthcare Protection, Retirement Planning, Education Fund Planning and Trust Arrangement.
Maintain good relationship with clients and review their investment portfolio periodically