CL Vision District
Wealth Manager Or Management Trainee
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
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
Closing in 20 days
- Job type:Internships
- Disciplines:Accounting, Actuarial Studies, Administration, Agriculture, Architecture,...
- Work rights:Hong Kong Citizen, Hong Kong...
- Locations:Hong Kong
- POSITION START DATE
Apr 2024 (approx)
- Salary
8k - 50k
- VACANCIES
10
- Program Duration
2 week to 1 year
- accepts international
Yes
- Closing Date:25th May 2024, 3:59 pm
Search
Enter an employer or university you want to find in our search bar.