「真生活 真夥伴」是友邦保險的品牌定位。友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

「真生活 真夥伴」是友邦保險的品牌定位。

友邦保險集團是最大的泛亞地區獨立上市人壽保險集團,覆蓋亞太區內18個市場。友邦保險過去90多年來服務亞洲,累積了豐富經驗,它明白到正因真生活總是不斷轉變,客戶在保障及理財方面的需要亦隨之而改變。此外,友邦集團亦為企業客戶提供雇員福利、信貸保險和退休保障服務,現時超過2,900萬份個人保單的持有人及逾1,600萬名團體保險計畫的參與成員提供服務。

 

 

Management Trainee/ Wealth Management Manager (HK / IANG Fresh Graduate Program)

Job level Entry
Work exp No work experience To 15 Years or above
Language Chinese - Cantonese, Chinese - Mandarin
Location
Tsimshatsui
Benefits Insurance plan, Medical plan, MPF, Performance bonus, Staff loan, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 28/03/2020
Tags

Job Description

We are looking for:

  • Degree holder in all discipline
  • Energetic and outgoing
  • Mature, self­-motivated, hardworking and willing to learn
  • Part time working experiences and Fresh Graduate are welcomed. (1-2 years working experience is an advantage.)
  • Experience in banking industry or background in mainland will be an advantage
  • Overseas Hong Kong Students are also welcome
  • Fluent in Cantonese, English and Mandarin is an advantage 

 

Responsibilities:

  • Identifying needs of clients and providing professional financial advice.
  • Management of wealth assets of clients through investment vehicles.
  • Updating financial news to your clients.
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing) .
  • High End and Wealth Management for HNW and PRC Clients.
  • Corporate Solution Planning for Corporate Clients.
  • Provide quality after-sales services to maintain good customer relationship.

 

We offer:

  • Over 200 hours well-structured and comprehensive mentoring program
  • Monthly income from HK$40,000 + remuneration & fringe benefits
  • One year fast track program to managerial level
  • Special holiday package (2 company trips per year)
  • Overseas learning experience
  • “Work Hard, Play Hard”working environment & lots of fun
  • Opportunity to explore PRC and CIES business

 

Job Description:

1 Professional Investment plannings for clients or companies

  • Wealth Management & Portfolio Advices
  • Investment Planning
  • Retirement Planning
  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning
  • Corporate Solutions Provision

2 Management level

  • Planning Strategies for Constructing Team
  • Learn Leading, Recruiting & Managing Skills
  • Provide marketing strategies skills

3 Self Continuous Improvement

  • Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
  • Acquire Up-to-Date Financial Knowledge and News
  • Develop Better Interpersonal and Communication Skills

4 Development Path and Work Benefit

  • A structured career path and solid training in all aspects of management
  • You will work very closely with a senior manager who will guide, train and mentor you
  • Management trainee programme offers excellent training and a fast track career into management
  • Sponsored overseas travelling for achieving yearly targets

    Please click " APPLY NOW '' if you are interested in our program.
    We always welcome talent. 

 

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