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.

Investment Financial Officer /理財策劃師

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Kwun Tong
Employment type Full Time
Benefits 13-month pay, 5-day week, Childcare, Dental plan, Guaranteed bonus, Insurance plan, Medical plan, Mobile allowance, MPF, Shuttle bus, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Others
Published On 03/05/2019
入職要求:
中五或以上學歷(國內同等學歷亦可)
歡迎國內來港新移民/在港IANG畢業生/在港專材/金融同業
持有保險中介人資格考試IIQE 1&3合格者優先考慮

工作職責:
·幫助客人進行資產管理
·提供專業資產管理知識予客人參考
·定期與客人回顧管理內容
 
我們會為您提供:
·投資及理財等在職免費專業培訓
·國際認證專業證書課程支援-可銜接到大學碩士課程
·客源支援/現有客戶跟進
·業績達標福利-一年多次免費海外業務會議
·公司現金津貼/業績表現獎金/每月獎金/特別年終獎金