King Fung & Co.

AIA Wealth Management Manager 財富管理經理 (20K-55K)

King Fung & Co.
Salary provided
Posted on 05 Jun 2020

AIA Wealth Management Manager 財富管理經理 (20K-55K)

King Fung & Co.

Job Highlights

  • Performance bonus, 20K – 55K+
  • financial services planning
  • wealth management services

Job Description

工作內容:

  1.      為客戶提供理財分析(包括環球財富管理、風險管理和投資意見)
  2.      開拓新客戶維持現有客源
  3.      為客戶分析及提供一套完善的財務計劃
  4.      建立及管理財務策劃團隊
  5.      與客戶維持緊密關係,提供個人化的財務方案

入職要求:

  1.      持大學或以上學歷 (歡迎應屆畢業生)
  2.      必須持有有效香港永久居民身份證,香港居民身份證IANG
  3.      中英文能力佳,能操流利普通話優先
  4.      具備良好人際溝通技巧及表達能力
  5.      積極進取、對工作有熱誠、具親和力、有責任心
  6.      有志建立個人事業
  7.      歡迎有銀行經驗的人士

薪金福利:

  1.      月薪可達20K – 55K+
  2.      工作與生活得到良好的平衡
  3.      良好的事業發展和晉升機會
  4.      提供一系列專業培訓計劃和跟進(關於如何成為MDRT合格者的崗前培訓和在職培訓)
  5.      每月津貼+傭金+年終獎金
  6.      海外旅行及實習機會

Job Description: 

- Assess clients’ financial situations by conducting financial needs analysis

- Analyze and provide total package of financial services planning 

- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

  1. Risk Management
  2. Retirement Planning
  3. Asset Allocation
  4. Estate Planning

 - Build up close business relationship with clients and review their financial portfolios

 - Build up and manage financial planning team

Entry Requirements:

  • University graduates with Bachelor or master’s degree in any discipline.
  • Self-motivated with strong drive to succeed.
  • Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
  • Good numerical skill and business sense.
  • Strong interpersonal, communication and presentation skills.
  • Proficient at written English, Chinese and excellent at Mandarin.
  •        Candidates with valid Hong Kong Identity Card is a MUST.
  • Candidates with banking experience are welcomed 

 Benefit:

  •        Monthly pay 20K – 55K+
  •        Work-life balance
  •        Promotion opportunities
  •        Performance bonus
  •        Provide a profession training
  •        Overseas trips and conventions

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
2 years
Job Type
Contract, Full Time

Company Overview

“高效、積極、專業”一直是CL-PRO團隊堅實的發展理念。團隊成員是一群年輕、專業、勇於挑戰、來自中港兩地的理財策劃顧問,當中超過一半成員擁有碩士或以上的學歷。我們團隊擁有豐富的中港資源,為客戶帶來一站式理財保險服務。

除了有關醫療、投資、法律等完善培訓系統外,我們亦鼓勵成員考取CFA、CFP、FRM等金融專業資格,助你追求個人發展。憑著專業的態度及以客為尊的信念,我們於2018年創造了5代TOT*領袖的傳奇,成為業界一時佳話。

我們重視績效外,CL-PRO團隊亦不時舉辦不同的團建活動,及帶領成員參與不同的慈善服務,鞏固團隊發展及回饋社會。

*MDRT的六倍業績

Additional Company Information

Benefits & Others
Dental insurance, Double pay, Education allowance, Gratuity, Housing allowance, Life insurance, Medical insurance, Performance bonus, Travel allowance