工作內容:(Full-Time 財富管理經理/畢業實習生)

1. 向客戶提供專業金融服務

• 財富管理與投資組合建議
• 投資計劃
• 退休計劃
• 風險管理計劃
• 中國市場

2. 團隊管理

• 嘗試構建團隊的計劃策略
• 學習發展及管理專業團隊
• 團隊共享營銷策略

3. 自我持續改進

• 獲取最新的金融理財知識
• 培養更好的人際溝通技巧及人際網絡
• 讓你擁有更廣闊的視野和知識，增強自信

學歷要求:

• 持有所有學科的大學學位持有者或以上學歷 (副學士學位或高級文憑學歷亦會考慮)
• 創業精神和對個人財務管理感興趣，有志建立個人事業
• 性格開朗外向,良好的人際溝通能力
• 流利的廣東話或普通話
• 歡迎有銀行經驗的人士
• 持有有效香港身份證 （歡迎新非本地在港的畢業生IANG）

員工福利:

• 一系列專業培訓計劃和跟進（關於如何成為MDRT合格者的崗前培訓和在職培訓）
• 提供快捷的晉升通道,迅速積累經驗（最快一年可晉升高級經理/助理部門經理）
• 每月津貼+佣金+年終獎金
• 海外旅行及實習機會
• 專業資格 (保險中介人資格考試卷一及卷三 / 實習證書)

Job Descriptions: (Full-time / Graduate Trainee)
 
1. Professional Financial Services Provision to Clients

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• Risk Management Planning
• PRC Business

2. Team Management

• Attempt Planning Strategies for Constructing Team
• Learn Recruiting & Managing Team
• Share Marketing Strategies in Team

3. Self Continuous Improvement

• Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

Job Descriptions: (Internship Program)

1. Professional Financial Services Workshop

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• Risk Management Planning
• Mainland China Visitors business (大中華市場)

2. Leadership training

• Group Presentation
• Leadership Training

3. Self Development

• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

Requirements

• Degree holder in all discipline
• Entrepreneurship and self-motivated
• Energetic and outgoing
• Good interpersonal and communication skills
• Fluent in Cantonese or Mandarin
• Candidates with banking experience are welcomed

Our Benefits:

• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
• One year fast-track promotion program to Senior Manager /Assistant Unit Manager
• Excellent career path to management level
• Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
• Overseas trips and conventions

******  Hong Kong Residents and IANG Visa Students are welcome.******