我們的業務規模領先亞太地區,為您締造事業發展的黃金機會。加入友邦後,您將會在一個充滿活力衝勁的環境中打拼,不斷挑戰自我。透過為客戶及其摯愛提供合適的理財方案,並鼓勵他們以至整個社會實踐健康人生,這份工作將會為廣大市民帶來正面改變。

我們的業務規模領先亞太地區,為您締造事業發展的黃金機會。加入友邦後,您將會在一個充滿活力衝勁的環境中打拼,不斷挑戰自我。透過為客戶及其摯愛提供合適的理財方案,並鼓勵他們以至整個社會實踐健康人生,這份工作將會為廣大市民帶來正面改變。

Wealth Management Manager/Trainee

Job level Entry
Education Bachelor Degree
Location
Kwun Tong
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Published On 17/09/2019
Salary (HKD) $8,000 - $50,000 / month

Job Descriptions:-

  • Assess clients’ financial situations by conducting financial needs analysis.
  • Provide comprehensive wealth management services to clients including

    Risk Management, 

    Retirement Planning,

    Asset Allocation and 

    Estate Planning
  • Build up close business relationship with clients and review their financial portfolios.