Become a successful and professional insurance specialist: WEALTH MANAGEMENT MANAGER / Financial Planner leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client...

 

Become a successful and professional insurance specialist: WEALTH MANAGEMENT MANAGER / Financial Planner leads new client acquisition and retention through a broad knowledge of savings, investments, insurance services and financial planning. This role is responsible for business development, the client experience and engaging our resources to deliver a complete wealth management solution. Candidates are expected to focus on servicing portfolio of local high net worth individual and corporate clients, satisfy their needs through the deep market insights, and develop long-lasting relationship.

Wealth Management Consultant - Manager / Planner ( 服務於香港市場|業務津貼|清晰職業生涯及發展|Management & Team Builder|CWB )

Job level Entry
Language Chinese - Cantonese
Location
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Administration > Others
Banking / Finance > Private Banking / Wealth Management
Sales / Business Development / Customer Service > Account Servicing
Published On 03/11/2021
Tags

 

職位要求:

 

  • 不需要工作簽證情況下在香港工作 ( 未有提供工作簽證申請或協辦 )
  • 大學畢業( 應屆大學畢業生亦可以申請 )
  • 流利粵語及基本普通話
  • 具有良好溝通技巧、分析力及觀察力,市場觸角敏銳

 

日常工作:

 

  • 客戶服務工作:
    維繫及拓展忠誠的客戶關係、主動分享相關市場資訊及推廣公司業務,以顧問形式為個人 / 企業客戶提供專業有遠見的一站式訂制服務 ( AIA 業務不是只限於保險範疇 ),包括:財富及風險管理、長年的理財規劃、各頖型疾病及住院保障、團體醫療計劃、退休年金計劃、可扣稅自願性醫保計劃、企業融資方案 ……

  • 行政工作:
    跟進新保單及續保保單簽發、保費繳交、核保及理賠事宜

  • 團隊內部營運工作:
    協助人才管理、團隊發展及營運

 

加入後 ,我們將會提供:

 

  • 每天早上開會後,彈性工作時間及日程之安排,讓您工作及生活同時兼顧
  • 透過系統化 Training System、Daily Meetings、不同主題的 Seminars 及 Conventions 去了解香港的醫療、金融及法稅體制跟中國內地的分別,涉足的範圍包括:財富及風險管理、周全的理財規劃方案、嚴重疾病及住院保障、僱員福利團體醫療及 MPF 計劃、可扣稅自願性醫保計劃、企業融資方案 …… 
  • 業務津貼每月最高可達港幣 35,000
  • 實行 100% 佣金制度、花紅獎金、額外業績花紅
  • 可獲資助考取相關的執業牌照考試
  • 免費出席 ( 公司贊助來回機票及酒店住宿 ) 海外會議及旅遊機會 ( 之前有到過新加坡、日本、韓國、澳洲、甚至遠至歐洲 ) ……
  • 清晰公平的晉升機會 ( 以工作表現而晉升,不是看年資深淺去評定晉升機會 )

 

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[ Important Notice for all applications ]

All personal data collected will only be used for recruitment related purpose only, will not transfer to the 3rd parties.

Each applicant can only be invited for the 1st round interview with ONE time only with the same role within latest 6-month, duplicated applications will be withdrawn.

Work Visa application will not be provided / sponsored for these openings.