Financial Planning Consultant

Manulife
Insurance
Updated 3 months ago
HK $200-400/Hour
Diploma of Secondary School
No experience limit
Work visa required
Part Time
3.5 hrs/day, Negotiable working days

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Work benefits
Additional subsidies
Competitive pay
Discretionary bonus
Gratuity
Year-end bonus
Insurance plan
Medical plan
Shuttle bus
Flexible working hours
Work from home

Job DescriptionTranslate to English
Job Responsibilities

  • Assist customers in handling MPF account consolidation and transfer, providing clear process explanations and document support
  • Based on the customer's financial situation, provide basic financial advice, covering risk management, retirement planning, and personal investment plans
  • Regularly provide customers with the latest financial market dynamics and related information to enhance their understanding of wealth management
  • Responsible for daily file organization and data archiving, ensuring customer data is complete and compliant
  • Proactively contact customers to arrange meeting times, coordinate consulting service processes, and enhance customer service experiences
Work requirements

  • Year 18, with secondary six DSE level (5 subjects qualified) or above
  • No need to have relevant work experience, welcome college students, fresh graduates and hospitality, aviation or retail industry workers who are interested in changing careers to apply
  • Passionate about the financial services industry, willing to learn about financial planning and actively expand personal development
  • Have basic communication skills and sense of responsibility, and be able to handle customer needs and follow-up properly
  • Applicants with banking and financial industry experience are preferred

Languages
Cantonese
English
Mandarin
Skills
Balance Sheet
Money Market

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Yannis Chong
Manulife · director
Active within 3 days

Job Location

宏利大樓-Ngau Tau Kok, Kwun Tong

牛頭角海濱道83號, Citi Tower, One Bay East

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