CL Vision District
Wealth Management Manager
AI Job Summary
Job Highlights
- MDRT District with over 40-year history in AIA
- Fast Start Monthly Bonus ($15,000 - $50,000)
- Full sponsorship of insurance license exams
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
Closed 10 months ago
- Job type:Graduate Jobs
- Disciplines:Accounting, Actuarial Studies, Administration, Agriculture, Architecture,...
- Work rights:Hong Kong Citizen, Hong Kong...
- Work from home:Hybrid remote
Hybrid remote
Employees are allowed to work remotely some of the time but most of the work is done at the company’s physical office. Remote work is considered a perk or a privilege. For example, an employee may work from home for 1-2 days per week.
- Locations:Hong Kong
- accepts international
Yes
- VACANCIES
1
- SALARY
$15,000-$50,000
- POSITION START DATE
Jun 2023 (approx)
- Closing Date:14th Jul 2023, 3:59 pm
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