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Financial Consultant/Unit Manager/理財顧問/營業經理(training provided)Prudential Hong Kong Limited
  • Tsim Sha Tsui
  • HK$30,000 - 45,000 /month (includes high commission)
  • Posted on 24 Jun 2019
Financial Consultant/Unit Manager/理財顧問/營業經理(training provided)Prudential Hong Kong Limited
Job Highlights
  • Attractive commission and flexible working hours
  • On-job training, fast-track promotion opportunity
  • 回報豐厚,在職培訓,工作時間靈活,晉升機會明確
Job Description

關於我們

勵勤團隊作為英國保誠中的一支優秀團隊,秉持至誠的客戶服務理念,堅持走專業化路線,自創建以來已經吸引了一大批海內外名校畢業生和各行各業的優秀人才加入。團隊提供海外醫療,教育,金融等資源平台,幫助成員們為客戶提供全方位的優質服務。勵勤團隊每年至少有30%以上的MDRT及以上成員,優秀顧問可以在短期內晉升為經理,並在團隊的輔助下一路晉升獲得MDRTCOTTOT的榮譽。

主要職責

-       識別客戶需求,為客戶提供專業和優質的理財策劃,風險管理,資產傳承方案和投資建議等

-       維護和擴張客戶網絡

-       建立並管理屬於自己的專業財務規劃團隊

入職要求

-       持有香港身份證或者有效工作簽證

-       大學本科學歷或以上者優先考慮

-       勇於挑戰自我,有責任心,善於自我管理,勤奮踏實

-       有良好的人際交往和溝通能力

-       英語和/或中文書寫和表達能力強

福利與待遇

-       豐厚的佣金和獎金花紅

-       全面的在職培訓,幫助獲得一系列專業資格

-       良好的晉級階梯,表現優異者可在一年內晉升到管理級別

-       海外會議和旅遊獎賞

-       無供款上限的退休計畫ORSO

-       彈性的工作時間

 

About Us

Diligence is one of the best-performed teams in Prudential Hong Kong Limited. We serve a broad mix of international clientele. Our consultants include elites from different walks of life. They come for opportunities to apply their talent to complex and important challenges. We are united by a set of values, including always seeking better ways to serve clients and the commitment to diversity. Our team will support you with exclusive local resources that you may provide to your clients to add value to your service. A mentor will be assigned to you to monitor your progress as you continue on your path to achieving MDRT, COT and TOT.

Responsibilities:

- To identify clients’ financial needs and provide professional financial planning analysis, advice and solution

- You will be trained to discuss financial solutions not limited to: Retirement Planning, Investments, Saving Management, Asset Management, Estate Management, and Protection Insurance

- Maintain and expand your clientele network

- To develop, motivate and manage a professional financial planning team

 

Requirements:

-  University degree holder preferred

-  Willing to take challenges, a strong sense of responsibility, self-disciplined, and motivated

-  Excellent communication skills

-  Good command of written and spoken English and/or Mandarin 

Benefits:

-  Comprehensive on-job training programs

-  Attractive commission and bonus

-  Fast-track promotion opportunity to management level in one year

-  Travel Incentives and overseas conventions

- ORSO scheme, medical and life insurance

- Flexible working hours

Local residents, dependent visa, IANG visa holders and expats are all welcome

Interested candidates, please submit an application by clicking "APPLY NOW"

 

Additional Information
Career Level
Entry Level
Qualification
Degree
Years of Experience
N/A
Employment Type
Full Time, Part Time
Benefits
Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus
Company details

Prudential has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance and employee benefits. Prudential Hong Kong Limited is looking for a high caliber candidates to join the professional financial consultant team.

 

英国保诚于英格兰及韦尔斯注册成立,与其联属公司组成世界领先的国际金融服务集团之一。英国保诚通过其遍及全球的附属公司及联属公司提供保险及金融服务。英国保诚创立至今已有170年,管理资产达6,350亿英镑,以及在全球拥有约2,400名保险客户。英国保诚分别于伦敦(PRU.L)、香港 (2378.HK)、新加坡 (K6S.SG)及纽约 (PUK.N) 股票交易所上市。

英国保诚保险有限公司 (英国保诚保险于英格兰及韦尔斯成立及注册,自1964年起在香港提供保险产品。

起初英国保诚在香港以分行形式经营业务,时至今日我们已成为一间领先的人寿及理财服务机构,为香港市民提供优质人寿及一般保险产品。

现时英国保诚保险全资拥有两家本地注册成立的公司:保诚保险有限公司 (保诚保险)及保诚财险有限公司 (保诚财险)。保诚保险提供多元化的理财保障、医疗保障及退休策划服务;而保诚财险则为客户提供全面的一般保险及雇员福利服务。