Wealth Management and Protection Manager

Job Description

入職要求:

• 有目標感、責任心; 對工作有熱誠，能主動學習
• 良好的溝通能力，善於團隊合作
• 持有大專 (Associate Degree/Higher Diploma) 或以上學歷

工作職責:

• 瞭解客戶需要，提供個人化的財務方案 ，包括：風險管理、投資策劃、退休策劃、 及子女教育基金
• 開拓團體醫療保障及僱員褔利保障業務，及商業保險業務
• 提供專業售後服務

福利待遇:

• 每月津貼+豐厚佣金+年底花紅
• 彈性工作時間安排
• 在職培訓及專業提升課程
• 快捷及公平的晉升管理層階梯
• 公司供股計劃優惠
• 海外會議及旅行
• 團體醫療福利

Job Highlights

•  Full sponsorship of insurance license exams
• Fast Start Monthly Bonus ($15,000
•  $50,000)
• MDRT District with over 25-year history in AIA

Job Description

Requirements:

• Self-motivated, target-oriented, eager to learn, and responsible
• Wealth Management Manager: Bachelor’s degree in any discipline
• Financial Planner: Associate Degree/Higher Diploma with 2-year work experience

Responsibilities:

• Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
• Develop corporate solutions (group medical and MPF) business
• Establish and maintain client relationship by providing quality after
• sales services
• Work closely with team head and internal departments that facilitate cross-selling opportunities

Benefits:

• Attractive income package, including monthly and year-end bonuses
• Flexible working hours with work-life balance
• Transparent and fast-track career development to management level
• Structured training program and mentoring by a team of well-experienced MDRT managers
• Company stock purchase scheme
• Overseas conventions and incentive trips
• -nterested candidates, please contact us Whatsapp 54919304 for company details before applying.

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