Financial Planning Consultant

Manulife Insurance
Financial Services
Published on 06-05
HK $30K-45K/Month
Higher Diploma or Associate Degree
No experience limit
Work visa required
Full Time
8.0 hrs/day, Negotiable working days

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Job Description
Responsibilities:

1. Provide professional financial and insurance analysis services to customers, including risk management planning, investment planning, wealth management, and retirement planning.

2. Evaluate the client's financial situation and goals, and develop suitable financial strategies and solutions.

3. Regularly follow up on customers’ financial situation, adjust financial plans to respond to market changes and personal needs.

4. Introduce financial products and services to customers, helping them understand various investment choices and insurance schemes.

Requirements:

1. High sense of responsibility and integrity ensure that we provide the best quality services to our customers.
3. Have good learning and adaptation abilities, constantly update your professional knowledge to cope with market changes.

Benefits:

1. Professional and comprehensive financial planning training course, helping you quickly master industry knowledge and skills.

2. New employee attendance bonus and incentives, allowing you to have a stable income even in the early stages of your career.

3. Unlimited income mechanism, your hard work will directly reflect on your income.

4. Good and autonomous promotion ladders, where you can achieve your career development goals based on your skills and performance.

Languages
Cantonese
Mandarin
Skills
Proactive

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Ivan Chong
Manulife Insurance · 理財策劃經理
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