入職要求 大學本科或以上學歷（應屆畢業生亦會考慮） 持香港永久性居民身份證/香港居民身份證/IANG簽證 積極主動，勇於挑戰，具上進心，個性開朗，性格正面 具良好溝通和表達能力 良好中英文水準 具良好國內人際網路及能講流利普通話者優先   工作職責 為香港、國內及海外客戶提供全面的財務策劃建議(包括人壽保險、儲蓄、投資或退休計畫) 為高淨值客戶提供資產配置及風險管理方案 為現有客戶提供後續跟進服務 開拓高端人際網路，拓展新客源   福利待遇 每月津貼+傭金+年終花紅多勞多得 每年海外旅遊獎賞，業績優異者可獲免費海外會議旅遊高標準資格 提供在職專業培訓及指導 提供良好晉升機會 架構完備的全方位貼身強化培訓...

職責描述 向客户提供專業及全面的財務策劃建議，包括人壽保險、儲蓄、投資或退休計劃 為高端客户提供資產配置及財富傳承方案 開拓團體保險、醫療保險及強積金業務 積極開拓高端人際網絡 你將獲得什麼？ 職前及在職培訓，助你晉身成行業內最頂尖的百萬圓桌（MDRT）會員。 鼓勵多勞多得，視乎應徵者學歷及工作經驗，申請獲批可按業績獲得每月津貼，另具吸引力的佣金，表現獎金，年終獎金及花紅 良好的機制及透明度高的晉升機會（最快可於一年晉升為管理階層） 除獲提供公司完善的在職培訓外，還有團隊資深經理為新入職同事特設的專業指導及培訓 符合業績資格者可獲公司邀請出席海外會議，及獲邀出席團隊海外旅行及其他獎勵...

Job Description and Responsibilities: Studying Financial Management and Data Analysis Skills Attending Financial Talks and Financial Workshops Following Cases with Department Director Learning Professional Investment Planning for Clients or Companies Handling Customer Services (Front Line Position) Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fre...

Job Description Requirements   DSE or above in any discipline (Qualifications in the Mainland will also be considered) New arrivals from the Mainland or IANG graduates are welcome to apply  Holders of valid Hong Kong identity card or valid work permits including IANG Excellent communication skills, positive and responsible Corporate with team spirit and willing to face challenges Successful applicant with more relevant experience may be offered a more senior position where appropriate. Responsib...

Requirements: Holders of valid Hong Kong identity card or valid work permits including IANG is a must Excellent communication skills with positive, responsible & challenging characters Easy co-operate with team member and willing to achieve higher target Responsibilities: Provide professional financial analysis and solution for our clients Plan and organize various sales promotion & maketing events Develop and manage professional financial strategic team Committed in Team divison of labo...

主要职责 为国内中高净资产客户提供资产配置 为企业家客户制定信托架构及传承方案 为中产家庭制定家庭风险隔离网，以及教育退休方案 建立个人客户网络，以及个人品牌优化 发展及管理专业团队   报酬福利 合格申请者以每月底薪 25000-50000 + 丰厚佣金 + 年底花红的薪酬模式，底薪以过往收入 80% 作为标准，应届生亦享可申请 15000 底薪； 合格申请者将会被推荐 AIA 精英学院培训计划：培训内容包括财富管理知识、金融市场运作、高端客户思维、市场销售理念，法律信托等。优秀学员可一年取得百万圆桌 MDRT 或以上资格； 公平清晰的事业发展和升职体系，快速晋升管理职位：最快 1 年成为团队合伙人， 3 年成为高级合伙人，收入及团队发展无职业天花板； 每年 1-3 次海外旅游及精英会议，符合资格者及家人将获全额赞助旅行机票与酒店，劳逸结合享受人生； 丰富的市场及媒体宣传资源：接受财经报道及杂志专访。获得专业人士培训及设计形象，提供 MV 宣传片拍摄形象等机会 公司团体医疗福利   招募对象 理财顾问 / 营业经理 IANG 们，有理想有目标的年轻精英们，与团队共同成长、共同进步 大...

Requirements:   Bachelor degree holder or above, preferably with major in Business Administration, Finance, Accounting, Economics or relevant disciplines Excellent Interpersonal and communication skills as well as good command of both written and spoken English and Chinese (Mandarin & Cantonese) Previous related working experience is an advantage Mainland Chinese graduates (IANG) are welcomed   Job Descriptions:   Monitor and manage risk levels of investment portfolios Evaluate and review va...

Jobs Responsibilities: Prepare daily accounting vouchers, data entries, document filing, bank reconciliation and administrative tasks Handle full set of accounts and prepare monthly reports Responsible for daily banking transactions Preform other ad hoc duties as assigned Requirements: Diploma or above in Accounting At least 5 years of relevant work in Accounting field, experiences in Finance Company is preferable Mature, independent and strong sense of responsibility Practical experience with M...

Job Description We are looking for: Self­-motivated and disciplined Willing to share Team player Leader of the future Entrepreneur-alike mindset Fresh graduates are welcomed (Experience in associations of universities is an advantage) At least one-year experience related to selling is highly preferred   Career Path:   1. Professional Personal Financial Planning (Personal Production) Wealth Management & Portfolio Advice Investment Planning Retirement Planning PRC Business & CIES (Capital ...

Job description and responsibilities: Studying financial management and data analysis skills Providing professional services & advices in the aspects of insurance, financial planning and investment Learning Professional Investment Planning for clients or companies Improving Self-continuous Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines (for Financial Planner : Bachelor / DSE with Eng + Mat...

Responsibilities: Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products...

Job Descriptions:   Provide comprehensive and professional financial services and product such as Wealth Management, Saving, Investment & Protection Conduct fundamental research on financial markets, market trend and products to business partners and/or their clients Develop and expand existing network through relationship management Coordinate and liaise with internal departments as well as externals parties i.e. marketing events, sales campaigns Requirements: Degree holders in business or ...

Management Trainee Program 2020 (Graduate) This Management Trainee is a 12 months program intensive training program which is designed to provide a high quality of both classroom training and on-job training in the financial sector for the future development of a Listed Company on the Main Board of HKSE (“The Group”). During the 18 months program, the trainee will be provided a professional training program including one-to-one coaching and mentoring for financial consultation service including:...

We Build & Nuture Wealth Management Experts: 與客戶建立互信及長遠的關係 根據客戶的具體情況和需求制訂專業的資產及風險管理、個人醫療配套及家庭保障方案、家庭信託、財富規劃配置及財富傳承方案、公司團體醫療方案及僱員退休保障等服務 以顧問角色從不同角度為客人審視現有之理財規劃，提高客人對自身的財務策劃及財富管理之認識 維繫並協助拓展業務，致力維護及推廣團隊品牌     We Need Young & Professional talents: 大學學士或以上學歷 ( Fresh graduates are welcome) 3年或以上全職工作經驗 ( 曾從事銀行背景 / 銷售及市場營銷/客戶服務優先 )，年薪不少於港幣30萬 ( 現時年薪 或 過去 12 個月年薪 ) 會推薦到 Executive Development Program (EDP) 香港永久居民和香港居民但持有 IANG 非本地生畢業留港計劃簽證 / 單程證 / 投資移民計劃簽證 擁有較強的親和力、個性開朗、有責任心並注重細節 良好溝通能力，流利廣東話 / 國語 ...

Excellent stepping stone for entering Retail Banking sales and operations roles Aggressive, sales-oriented personality, excellent interpersonal skills Welcome anyone who wish to explore branch operations during this difficult time Full client source and support for Financial license: IIQE/ SFC/ HKMA Responsible for account opening, sell banking insurance products (including MPF) and general branch operation tasks...

Excellent stepping stone for entering Retail Banking sales and operations roles Aggressive, sales-oriented personality, excellent interpersonal skills Welcome anyone who wish to explore branch operations during this difficult time Full client source and support for Financial license: IIQE/ SFC/ HKMA Responsible for account opening, sell banking insurance products (including MPF) and general branch operation tasks...

Core Responsibilities: Manage a team of Employee Benefits Consultants Manage corporate business accounts Promote MPF, ORSO and group benefits, like Group Medical plans and Office Insurance Provide professional After-sales Services One stop services, like Retirement Planning Conduct MPF & ECA seminars Handle incoming inquiries from scheme members Maintain client base Update and Manage client relationship *** Recently working in bank or other MPF service providers over 1 year, absolutely advan...

Responsibilities of the role: 成為公司與客戶間之橋樑,與客戶 / 准客戶建立互信及長遠的關係 根據個人及企業客戶的具體情況和需求制訂專業的資產及風險管理、個人醫療配套及家居保障方案、家庭信託、財富規劃配置傳承方案、公司團體醫療方案及雇員退休保障等服務 以顧問角色從不同角度為客人審視現有之理財規劃,提高客人對自身的財務策劃及財富管理之認識 維繫並協助拓展業務,致力維護及推廣公司品牌,帶出行業之正面訊息 Requirements of the role: 大學 Bachelor 畢業或以上學歷 至少累積夠一年 ( 任何 ) 工作經驗 ( 全職 / 兼職 / 實習 ) 必需可以合法在香港作較長時間逗留及工作,非香港永久居民但持有 IANG 非本地生畢業留港計畫簽證 / 簽證身分書 / 單程證 / 投資移民計畫簽證都可以申請 思想成熟、擁有較強的親和力、個性開朗 溝通能力:廣東話 / 國語 讀寫能力:繁體中文/簡體中文 能基本運用 iPad ( 公司大部分操作會在 iPad 上進行及完成 ) Benefits: 特設新入職津貼計畫:HKD15,000 / 月,讓新...

Job Responsibilities To be trained to be professional and specialize in the financial industry To explore your career possibilities and lead your team Identify the needs of clients and provide professional financial advices Update latest financial news Two main categories  1. Team development Attempt planning strategies for constructing team Learn recruiting and managing team Share marketing strategies in team 2. Providing professional financial services Retirement planning Investment Risk manag...

Job Description   We are looking for: Hong Kong permanent resident / certificate of work permit in Hong Kong (including IANG and dependant visa) Degree holder   in all discipline, or students looking for Internships , Fresh Graduates , Overseas Students are welcomed. Energetic and outgoing Mature, self­-motivated, hardworking and willing to learn Experience in banking industry or background in mainland will be an advantage Fluent in Cantonese, English and Mandarin is an advantage     Responsibil...