1 Job function
Hong Kong
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry
1 Job function
Hong Kong
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry

Client Services

 About 85 jobs

New

No experience limit


Diploma of Secondary School

$15K-23K/Mth

Be an early applicant

Manulife (International) Limited

  • Active in the last 3 days

Quick reply

1 to 3 years


Bachelor

Salary negotiable

  • 熟悉5G網絡服務者優先考慮

  • 中英文溝通能力良好

  • 持 IANG或其他簽證申請者

中信國際電訊集團有限公司

  • Active in the last 3 days

Quick reply

No experience limit


No degree required

$20K-30K/Mth

My Wweet Home Employment Agency

  • Active in the last 3 days

1 to 3 years


Bachelor

  • Serve ultra high net worth clients

  • Minimum 8 years experience in retail banking

  • IIQE 1,2,3 and HKSI 1,7,8 required

Chasseur

  • Active in the last 3 days

Quick reply

1 to 3 years


Diploma of Secondary School

$25K-38K/Mth

  • Degree in Business/Finance or related field

  • Minimum 2 years securities dealing experience

  • HKSI examinations for RA1 & 4 a plus

Bauer Kaiser & Co Limited

  • Active in the last 3 days

Quick reply

1 to 3 years


Bachelor

  • 有留学移民工作经验

  • 香港工作身份签证优先

  • 底薪+提成,薪资15-30K+

5 to 10 years


Bachelor

$45K-65K/Mth

  • Supervise SFC Type 4 and Type 9 regulated activities

  • Expert oversight of Cayman Funds operations

  • Conduct Fund Risk Review (FRR) procedures

HRDirect HK

  • Active in the last 3 days

No experience limit


Bachelor

$18K-27K/Mth

  • 提供專業財務策劃服務

  • 發展及管理專業團隊

  • 涉及金融/保險業務

Quick reply

5 to 10 years


Bachelor

$55K-65K/Mth

PI Business Consulting Limited

  • Active in the last 3 days

No experience limit


Bachelor

$15K-20K/Mth

  • 基本收入$17,000 - $30,000

  • 工作時間彈性安排

  • 良好晉升階梯

見習理財顧問

Manulife (International) Limited
Insurance
Published on 07-03
HK $15K-23K/Month
Diploma of Secondary School
No experience limit
Work visa required

Send application message

Work benefits
Competitive pay
Discretionary bonus
Family medical plan
Family-friendly Leave
Flexible working hours
Insurance plan
Medical plan
Shuttle bus
Year-end bonus

Job Description
[學歷/身份要求]

  • 香港居民:本科生或畢業生(或更高學歷者)

  • 非香港居民:在港本科生/研究生或應屆畢業生,或於TTPS認可大學名單之本科生或應屆畢業生
[人才招募]

  • 本科生、應屆畢業生(不限於金融或商科)

  • 熱情、好學,渴望在金融服務前線發展事業

  • 自我激勵、堅韌,能適應結果主導的工作環境

  • 對投資市場、財務規劃及客戶針對性方案有興趣

  • 基本英語;懂國語/英語或外語者加分
[職位簡介]

我們尋找有志向的財務顧問加入我們屢獲殊榮的財富及投資規劃團隊(2024年最高增長區域、2023年最高生產力冠軍)。新財策師會在資深經理指導下為客戶提供全面理財方案,包括財務諮詢、基金投資、養老計劃、個人保險及退休、家庭、稅務和遺囑規劃。我們提供為期3個月免費培訓,配以具競爭力的績效薪酬及優渥的每月津貼,助你成功起步。

[團隊優勢]

  • 卓越成就:全公司2024年最高增長區、2023年最高生產冠軍及第三高招聘團隊,展現卓越職效與人才發展

  • 團隊活力:在年輕、充滿活力的團隊中蓬勃發展,享受豐富的團建活動與獎勵旅行,平衡工作與生活

  • 獨家市場與地緣政治洞察:定期獲基金經理更新市場趨勢與全球事件,保持競爭優勢

  • 投資主導財務規劃:超越傳統保險銷售,提供以投資為核心的全面理財方案

  • 系統化培訓:結構化實操培訓,快速提升財策諮詢、客戶管理及投資策略專業知識

  • 開拓冷客戶技巧:掌握陌生客戶開拓技巧,建立獨立優勢客戶群,脫穎而出

[主要職責]

  • 提供個人化理財諮詢服務,涵蓋投資、保險、稅務、退休及遺囑規劃

  • 管理和拓展客戶投資組合,匹配客戶理財目標及風險偏好

  • 通過策略性網絡拓展主動尋找潛在客戶

  • 與團隊合作提供綜合財富管理解決方案

  • 通過獨家分析了解市場趨勢及地緣政治動態

  • 培訓及指導初級顧問(適用於有經驗者)

[我們提供]

  • 具吸引力薪酬:高佣金及獎金結構,每月津貼(MA)達HK$15,000至對上工資之100%,視背景及業績目標而定,持續12至48個月

  • 職業發展:明確晉升路徑至高級顧問及管理層

  • 頂尖培訓與指導:向資深經理及基金經理學習,持續專業發展

  • 創新工具與資源:利用AI投資組合管理及社交媒體管理等尖端技術,提供卓越客戶方案

  • 團隊文化:加入協作、充滿活力的團隊,取得成功並推動創新

Languages
English
Cantonese
Mandarin
Skills
Financial Consultancy

avatar
avatar
Daniel So
Manulife (International) Limited · Team Manager
Active today

Company Overview

Manulife has been rooted in Hong Kong for 125 years and has always been highly trusted by customers. Manulife Hong Kong was established in 1897 and has since developed into one of the main financial services institutions in the local market, providing diversified products and services to about 2.4 million customers in Hong Kong and Macau in the areas of protection and wealth management. We are committed to providing our customers with comprehensive financial solutions to help them make wise choices and achieve a fulfilling life. We provide a range of life and medical insurance products, MPF, professional retirement plans, mutual funds, and wealth management solutions for individual and group customers. According to the Mercer MPF Market Share Report, based on managed assets and net cash inflows, Manulife is the largest MPF provider in Hong Kong. In addition, Manulife is also the most customer-satisfying and recommended insurance brand in Hong Kong. We understand that customers have different insurance needs at different stages of life, so we provide a range of products and services to help them plan their ideal life. We also provide personalized financial solutions to meet the needs of our customers and their families through our vast distribution network consisting of insurance agents, bank partners - including China CITIC Bank (International) Limited, DBS Bank (Hong Kong) Limited and Standard Chartered Bank (Hong Kong) Limited - as well as insurance brokers and independent financial advisors.


Company Photos

Be careful

Don’t provide your bank or credit card details when applying for jobs.

Send application message