財富管理經理/實習生

聖誕樹財務公司
不限學歷
灣仔,銅鑼灣

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工作內容

工作職責:

- 理解客戶需求,提供個性化財務規劃方案,包括風險管理、投資策劃、退休規劃、子女教育基金
- 推廣團體醫療保障及員工福利保障業務,以及商業保險業務
- 提供專業售後服務

Responsibilities:

- Provide comprehensive financial planning solutions for individual clients, including risk management, investment strategy, retirement planning, and wealth management advice
- Develop corporate solutions (group medical and employee benefits) business
- Offer professional post-sale services
- Collaborate closely with team leaders and internal departments to explore cross-selling opportunities
入職要求:

- 具備目標導向、責任感;對工作充滿熱情,積極學習
- 良好的溝通技巧,擅長團隊合作
- 持有大學學位(副學士/高等文憑)及以上學歷

Requirements:

- Self-driven, goal-oriented, enthusiastic about learning, and responsible
- Wealth Management Manager: Bachelor's degree in any field
- Financial Planner: Associate Degree/Higher Diploma with 2 years' work experience
福利待遇:

- 月度補貼+豐厚佣金+年底獎金
- 弹性工作時間安排
- 在職培訓及專業進修課程
- 快速且公正的晉升至管理層途徑
- 公司股票購買計劃優惠
- 海外會議及旅遊活動
- 集團醫療福利

Benefits:

- Attractive income package, including monthly allowance and substantial commission plus end-of-year bonus
- Flexible working hours with a focus on work-life balance
- Transparent and rapid career advancement to managerial positions
- Structured training programs and mentorship from experienced MDRT managers
- Company share purchase plan benefits
- Overseas conferences and incentive trips


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