Wealth Management 財務規劃顧問 (有經驗/無相關經驗/畢業生皆可)

Firm belief
Financial Services
Updated within 3 months
HK $30K-45K/Month
No degree required
No experience limit
Work visa required
Full Time
8.0 hrs/day, Negotiable working days

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Work benefits
Alternate Saturdays
14 days annual leave
Education subsidies
Competitive pay
Discretionary bonus
Gratuity
Family medical plan
Insurance plan
Flexible working hours
Work from home

Job DescriptionTranslate to English
Key Responsibilities:<div><br>• Conducts Finamcial Analysis to Help Develop Advice and Guidance on Financial Planning Strategies<div><br>• Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards</div><div><br>• Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services</div><div><br>• Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Relationship Management</div><div><br>• Learns Team Management and Sales Management through Utilizing the Full Capabilities of the Company</div><div><br>• Displays Creativity in Formulating Integrated Risk Investment Solutions through the Use of a Wide Range of Products and Services<br><br>(Full Time & Part Time)<br>• Diversified Environment, Flexible Working Hours<br>• Exceptional Income Potential, One-of-a-kind Financing Scheme<br>• Comprehensive Medical Coverage, Insurance & Retirement Plans<br>• Best In-Class Training Delivered by Industry Leading Tools<br>• Benefit from Exclusive Recognition, Privilege & Rewards<br>• Accelerate Career Growth within a Short Span of Time<br>(Internship)<br>• An Guaranteed Official Internship Certificate<br>• Customized Training and Flexible Internship Schedule<br>• At Least Two Business Licenses throughout the Internship<br>• Chance for Receiving Return Offer to Unlock Full Benefits<br>• Various Milestones to Receive Extra Bonus<div><br></div><div>About us<br>1. Rooted in Hong Kong, we continue to operate the oldest insurance company, with its headquarters in Canada, offering comprehensive products including personal insurance, group life and medical plans, MPF, mutual funds, and wealth management solutions.</div><div><br>2. We have won numerous awards and are widely recognized by the industry, looking down on our peers.</div><div><br>3. List on the Toronto, New York, Philippine and Hong Kong stock exchanges.<br> <br>About Team<br>1. "Elite team, execution details, pursuit of excellence" is our "Chen & Fan Family" core business philosophy.</div><div><br><br> <br>3. "Chen & Fan family" has the first-class winning record. In 2024, it will become the champion of the highest sales and the highest recruitment in Hong Kong and Macao. Team boss Eason Chen will break the company's 137-year history of the fastest promotion to Senior District Director.</div><div><br>4. Welcome ambitious friends to join our team.<br> <br></div></div></div>

Languages
Mandarin
Cantonese
Skills
企業家思維
溝通能力
持續學習
Leadership
執行力

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Kelly Yao
Firm belief · Wealth Management 財務規劃顧問 (有经验者/畢業生/無相關經驗者皆可)
Active within 3 days

Job Location

宏利廣場-Kowloon Bay, Kwun Tong

觀塘道348號

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