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.

Wealth Management Manager/Trainee-Financial Services 財富策劃經理/培訓生(歡迎應屆畢業生/海外畢業回流/IANG/受養人簽證)

Job level Entry
Education F.5 - F.7 or DSE
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Kwun Tong
Employment type Full Time
Benefits 13-month pay, 5-day week, Dental plan, Guaranteed bonus, Insurance plan, Medical plan, Mobile allowance, MPF, Shuttle bus, Travel allowance, Year-end bonus
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 03/05/2019

工作與挑戰:

  • 與專業的資產管理精英團隊合作,為客戶提供高素質資產管理服務;
  • 透過為在港國內背景客戶及國內客戶提供財富保障及財富增值方案的建議,包括:保險、退休計畫、離岸信託、全球基金投資等,加深對各客戶財務或投資需求的瞭解。
  • 發展及管理專業資產管理團隊

技能與要求:

  • 香港本科,專業不限,有經濟或管理相關學歷者更佳;
  • 需具備良好溝通技巧,能操流利英文,普通話及廣東話更佳;
  • 歡迎國內背景求職者,並且擁有IANG或者香港受養人簽證;

待遇及福利:

  • 每月表現獎賞及豐厚佣金;
  • 優秀表現的員工更可獲業界高等榮譽,如百萬圓桌等;
  • 提供持續而有系統性的訓練,培訓專業人才;
  • 優越的工作前景,提供機會予人才發展及管理專業資產管理團隊;
  • 幫助考取國際認可RFC/RFA/MBA等專業資格
  • 一年多次海外業務會議

*歡迎持有IANG Visa以及任何持有香港身份證有國內背景的申請者*

申請方法:有意加入我們, 同創成功的朋友,請按 提交簡歷表