工作領域:為客戶度身訂造個人及家庭財富管理方案、終身醫療類別開支規劃、投資類別財富增值計劃及風險承受評估、退休管理及遺產傳承…放眼環球貨幣市場並掌握機遇,拓展多元貨幣分紅保險方案,不再只限於港元及美元致力維繫並拓展客戶關係,以專業互信為基礎跟進核保及申索、以至死亡理賠的流程行政工作包括:妥善跟進醫療報告及醫院會計部賬單,更新客戶資料及繳費提醒…...

工作領域:

  • 為客戶度身訂造個人及家庭財富管理方案、終身醫療類別開支規劃、投資類別財富增值計劃及風險承受評估、退休管理及遺產傳承…
  • 放眼環球貨幣市場並掌握機遇,拓展多元貨幣分紅保險方案,不再只限於港元及美元
  • 致力維繫並拓展客戶關係,以專業互信為基礎
  • 跟進核保及申索、以至死亡理賠的流程
  • 行政工作包括:妥善跟進醫療報告及醫院會計部賬單,更新客戶資料及繳費提醒…

 

待遇:

  • 視乎面試情況給予「財富管理經理 / 財務策劃顧問」作為職位起點
  • 設新工作過渡期適應津貼,另有佣金、花紅、業務競賽獎金…
  • 在職培訓
  • 執業考試費贊助
  • 工作上提供多項彈性安排
  • 有機會獲贊助來回機票及酒店住宿出席海外高峰會議

Wealth Management 財富管理

Job level Entry
Education Bachelor Degree
Location
Within Hong Kong
Benefits Competitive pay, Education subsidies, Medical plan, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Asset Management
Banking / Finance > Investment Banking / M & A
Banking / Finance > Private Banking / Wealth Management
Published On 26/07/2021


To keep close watch on customers’ finances and serve as a close companion on their life journey
To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
To accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
To strengthen customers’ finances for the prosperous growth of their assets