Alpha Plus, as excellent one of the Manulife teams, provides professional financial services to both corporate and individual clients through our investment, insurance and pensions in Hong Kong and China. We focus on providing top-quality wealth management products, and retirement planning to satisfy...

Alpha Plus, as excellent one of the Manulife teams, provides professional financial services to both corporate and individual clients through our investment, insurance and pensions in Hong Kong and China. We focus on providing top-quality wealth management products, and retirement planning to satisfy our clients' evolving needs at different life stages.

A key initiative to cultivate an excellent team of young financial professionals, taking the company to a brighter future. We help our clients to achieve lifetime financial goal with ease. We are actively recruiting passionate teammates to expand our team even in turbulent job market.

Alpha Plus為Manulife宏利團隊,透過在香港和內地的投資、保險和MPF,為公司和個人客戶提供專業全面的金融服務。我們致力於提供最優質的財富管理產品和退休計劃, 我們全力協助客戶輕鬆實現不同財務目標,以滿足客戶在不同生命階段不斷變化的需要。

我們重視培養優秀的年輕金融專業人員團隊,使公司能於激烈市場中穩健成長。即使現在全球尚於不明朗的工作市場中,我們仍誠意邀請有志發展理財策劃事業的人士,加入我們的團隊。

Wealth management Trainee

Job level Entry
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Kwun Tong
Employment type Full Time
Benefits 5-day week, Competitive pay, Flexible working hours, Guaranteed bonus, Insurance plan, MPF, Performance bonus, Shuttle bus
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Financial Analyst
Banking / Finance > Asset Management
Insurance > Insurance Agent / Broker
Published On 19/01/2022
Tags

Alpha Plus Company身為Manulife宏利保險團隊,致力為香港、內地等主要市場的客戶提供全面的財富管理及投資服務。Alpha Plus團隊一直積極透過各種多元化資源持續培訓新一代理財策劃人才,公司亦在香港市場擁有相當優秀的卓越成就,成績斐然。

我們會為你提供一系列的持續領袖培訓及全面指導,令你快速掌握理財策劃技巧。在一個完善的發展平台內,我們將激勵團隊不斷向前、全力支持你開拓屬於自己的事業。只要你敢挑戰自我,自然會得到回報!

 

人才要求

  • 最少在HKDSE / HKCEE 五科考獲第2級或以上合格成績 (包括中文或英文科, 以及數學科)
  • 歡迎應屆大學畢業生、航空業及IANG人士
  • 積極進取,勇於接受挑戰,對理財策劃行業充滿熱誠
  • 具備良好溝通技巧

 

職責內容

  • 能夠了解客戶需求,並提供個人化的全面理財策劃方案以滿足客戶需要
  • 為客戶提供有關風險及財富管理產品、強積金和僱員福利產品等的金融及保險分析和專業建議
  • 協調部門工作,提供理財產品的專業諮詢及售後服務
  • 與客戶建立長期合作關係,並開發新的商機
  • 研究有關特定金融產品和經濟趨勢的數據/指標
  • 發展及管理專業財務策劃團隊

 

福利待遇

  • 每週工作5天、彈性工作時間
  • 多元化在職專業培訓計劃
  • 豐厚佣金、獎金及津貼 (可高達港幣50,000)
  • 特快、良好晉升階梯

If you're interested, please email alphaplus2502@gmail.com or call (852) 2275 7054 (Ms. Cheng).