Financial Planning Manager

Job level Middle
Work exp Minimum 5 Years
Education F.5 - F.7 or DSE
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 




*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.