Incorporated in Bermuda with limited liability Since our operations started in Hong Kong in 1897, we have grown to become one of the top-tier providers of financial services in the region. We offer a diverse range of financial planning services to two million customers in Hong Kong and Macau, serving...

Incorporated in Bermuda with limited liability

Since our operations started in Hong Kong in 1897, we have grown to become one of the top-tier providers of financial services in the region. We offer a diverse range of financial planning services to two million customers in Hong Kong and Macau, serving you via Manulife (International) Limited, Manulife Asset Management (Hong Kong) Limited and Manulife Provident Funds Trust Company Limited, which are all members of the Manulife group of companies.

We are proud of our footprint in Hong Kong for more than a century. This is an overview of what we have achieved today.

2 million customers. More than 1,500 employees, More than 7,000 agents ,Track record of 120 years

Financial Planner 理財策劃 (5天工作, 15-40K)

Job level Entry
Work exp No work experience To Less than 1 year
Education F.5 - F.7 or DSE
Language Chinese - Cantonese
Location
Kwun Tong
Benefits Education subsidies, Flexible working hours, Performance bonus, Travel allowance, Year-end bonus
Industry Business Services / Consulting Services
Job function Accounting > Accounting / Finance Manager
Banking / Finance > Asset Management
Published On 16/09/2019

Responsibility:

-Recommendations on financial requirements and protections to individual customers

-Providing comprehensive lifetime financial planning

-Building relationship with customers

-Providing quality after-sales services



We offer:

-HK$15,000 - 40,000 /month (also have monthly allowance,  

performance bonus, monthly and annual Bonus)

-4/5-day work + 20 days annual leave

-Excellent career development and promotion opportunities

-Comprehensive training programs

-Medical scheme & study allowance

-Sponsorship for professional qualifications (CFP, CFA, RFP)

-Shuttle bus is provided

-Overseas Conferences & Travel allowance



Requirements:

-HKDSE or Equivalent or above

-Fresh graduate and IANG also will be considered

-Strong Ability of Multi-Tasking in fast-paced environment  

-A demonstrated ability to work independently

-Strong quantitative, analytical, and communication skills

-Outgoing and willing to work in a team-oriented atmosphere

 

宏利現誠邀有潛質的財經專才加入我們的專業團隊,適合有夢想、對生活有要求和喜歡靈活自主工作的你。

 

 

工作範圍:

 

-為個人或企業客戶提供財務管理方案(例如:個人儲蓄、保障計劃、置業、退休等不同人生計劃)

-定期跟客人檢討計劃,保障客戶利益

-發展專業的財務策劃團隊-與客戶保持良好溝通關係及售後跟進服務

 

福利: 

-4-5天工作時間,工作日程可自行安排

-首12個月可獲最高起薪點 $15,000 - $40,000 + 佣金 + 每月獎金 + 年終獎金預支佣金+旅遊獎賞

-良好晉升機制,助您創建事業

-提供人壽醫療保險

-全面專業入職及在職培訓(CFP, CFA, RFP)

-提供海外進修及工作機會

-提供接駁巴士往港九各區



工作要求:

-有銷售經驗優先

-大專或以上程度

-成熟、穏重、勤奮主動

-可良好地獨立及與團體工作

-良好溝通技巧,有熱誠及責任感

-有良好分析及計劃能力