財務策劃實習生/ 主任
FELIX YEUNG & COMPANYKowloon bayUpdate time: August 12,2020
Job Description

AIA 財策實習生/ 主任, 向客戶提供全面專業及財策服務 (包括個人及企業), 構建並學習發展及管理團隊

 

要求:

- 副學士/ 高級文憑或以上學歷

- 有相關工作經驗優先 (包括銷售, 管理, 客服經驗等)

- 持有IIQE 1,3牌照優先

- 良好溝通技巧

 

責任:

- 全面性的理財方案 (包括保險, 理財, 儲蓄, 強積金等產品)

- 與客戶維繫良好關係

- 建立新客戶

- 招募及維持團隊目標

 

待遇:

- 提供完善和全方位的培訓課程 *公司和區域總監3星期培訓

- 靈活的工作時間

- 福利制度:每月津貼,年終花紅等

 

工作地點:九龍灣

請把履歷表電郵至鍾先生 aiarecruit2000@ gmail.com

或按"APPLY NOW"申請

 

Provide professional and financial advice and services to clients, and manage clients' wealth assets and portfolios through investment vehicles.

 

Entry Requirements:

- Higher Diploma or above

- Related working experience is an advantage (Sales, Management, Customer Services etc)

- Passed IIQE Paper 1 & 3 will be an advantage

- Proficient at written English, Chinese and excellent at Mandarin.

 

Job Responsibilities:

- Wealth Management & Portfolio Advice (includes Investment, Insurance, Retirement, Risk Management Planning) 

- Build relationship between existing customer

- New business development

- Learning Recruiting & Managing Team Benefits

 

We Offer:

- Professional pre-job and on-job trainings will be provided (Includes company training and district director training within 3 weeks)

- Flexible Working Hours

- Commission, Year end bonus etc

 

Office location: Kowloon Bay

Interested parties please send a cover letter, stating your resume and a full set of your portfolio to

Mr. Chung: aiarecruit2000@ gmail.com or "APPLY NOW".

 

*All information will be treated as confidential and used solely for recruitment purposes.

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