Wealth Management Trainee/ Manager
FELIX YEUNG & COMPANYKowloon bayUpdate time: October 9,2020
Job Description

要求:
- 學士或以上學歷 (2020年畢業生亦會考慮)
- 1-3年工作經驗優先
- 良好溝通技巧

 

責任:
- 全面性的理財方案
- 與客戶維繫良好關係
- 建立新客戶
- 招募及維持團隊財務目標

 

待遇:
- 提供完善和全方位的培訓課程
* 包括AIA 友邦精英學院培訓計劃
* 區域總監2-3星期培訓
- 靈活的工作時間
- 福利制度:每月津貼,年終花紅等福利

工作地點:九龍灣

請把履歷表電郵至鍾先生 或按"APPLY NOW"申請
aiarecruit2000@ gmail.com

 

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

 

We are looking for
- Degree holder or above (Fresh grad will be considered)
- 1-3 years working experience is preferred
- Excellent communication skills

 

The Responsibilities
- Comprehensive Financial Solutions to Clients
- Maintain good relationship with clients
- New customer development
- Recruit and maintain the team KPI

 

What do we offer
- AIA Premier Academy – unique training opportunity to help you achieve professional accreditation
- Flexible Working Hours
- Professional pre-job and on-job training will be provided (includes company training and district head training within 3 weeks)
- Clear career path and fast-track promotion to management level
- Fun and innovative work environment with monetary incentives
- Attractive commission

 

Office location: Kowloon Bay

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

Mr. Chung: 

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