Financial Planning Manager

Job level Middle
Work exp Minimum 5 Years
Education F.5 - F.7 or DSE
Location
Not Specified Unspecified
Employment type Full Time
Benefits Flexible working hours, Shuttle bus, Insurance plan, Medical plan, Performance bonus
Industry Insurance
Job function Administration > Administration / Operation Manager
Sales / Business Development / Customer Service > Customer service / Sales Support
Management > General Management
Published On 25/05/2018 2018-05-25

Are you type 'M'? If so, opportunity awaits you.

 

 

Type M is driven, passionate and smart

 

 

Kick start your career with a leading Canada-based financial services group

 

with principal operations in Asia, Canada and the United States. You can

 

gain access to invaluable experiences across multiple disciplines, like

 

banking, insurance and investments. And with ongoing development and

 

leadership experiences, you will be prepared to get even further ahead. If

 

you think you are Type M, we offer a strong, reliable, trustworthy and

 

forward-thinking company committed to helping you grow personally and

 

professionally. Opportunities await for your future.

 

 

 Financial Planning Manager/Financial Planning Officer

 

Over 5 years working experience preferably in insurance, banking,

finance, sales and marketing. Less experience candidate will be considered

as Sales Officer

 

University degree or with other professional designations is an advantage

Hong Kong Residents Only

 

Cantonese is a must

Join-in incentive will be given to experienced insurance managers /producers 

  

Role: 

 

*Manage team monthly production and productivity

 

*Evaluate and analyse  clients' needs in terms of risk and wealth management

 

*Provide financial planning advice for clients.

 

*Implement the financial plan chosen by clients.

 

*Regular review with clients and evaluate performance of the financial plan.

 

In order to attract and retain the best and brightest agents, Our company

 

invests in the development our people and rewards superior performance. We

 

provide an attractive package of salary and benefits:

 

 

*High commission and Monthly Bonus 

 

*Performance bonus 

 

*Retirement benefit

 

*Group life, health  dental benefit

 

*Generous Management Overrides, Oversea Trip Incentives 

 

*Professional training program(Pre-Job and On-Job training for promotion to            management level) Excellent Career Path

 

 

How to Apply: 

 

 

 

Please send us your CV by mail or contact our Recruitment Manager for 

 

an Interview 

 

 

 

Karl Kwok

 

Tel: 91034949

 

 

 

*Only shortlisted candidates will be notified, All Data collected is strictly confidential and will be used for recruitment purposes only.