Management Trainee / Financial Planner 管理培訓生 / 財富策劃顧問

Aspiration Consulting Company
Posted on 21-Apr-21

Management Trainee / Financial Planner 管理培訓生 / 財富策劃顧問

Aspiration Consulting Company

Job Highlights

  • 優厚的平均月薪 $20K - $50K +獎賞 +福利
  • 提供完善專業培訓,海外訓練機會
  • 歡迎應屆大學畢業生、IANG學生加入

Job Description

保險從業員=自由工作者

歡迎從事任何行業、應屆大學畢業生、IANG 學生加入

就算你是一張白紙,只要跟足培訓,總會有成功一天

安全、零風險財務策劃顧問的角色

 
工作範圍:

  • 為客人提供專業財富管理服務 , 包括: 財富管理及分析, 理財和退休策劃,保險產品, 風險管理規劃等
  • 積極拓展潛在客戶市場

 
入職要求:

  • 大學或以上學歷
  • 歡迎對金融保險業有興趣之應屆大學畢業生IANG學生加入
  • 良好溝通技巧及表達能力, 具責任,積極進取, 認同團隊價值與目標
  • 如有二年或以上相關工作經驗,具銀行金融或市場推廣經驗者, 會考慮Wealth Management Manager 職位

 
進升階梯:

 
保險從業員行業及前景:

 
福利及待遇:

  • 每月津貼
  • 優厚佣金/花紅
  • 透過各類型的專業培訓,配合團隊經理提供個人指導,令你更快掌握成功秘訣,助你晉身成行內最頂尖的百萬圓桌會(MDRT
  • 免費保險業執照培訓課程,成功考取專業資格
  • 公平的晉升制度,助你建立團隊,銷售及管理同步發展
  • 表現出色者將獲免費海外旅行

如有興趣申請本職位,請把你個人履歷及要求待遇通過點擊APPLY NOW

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Job Description:

  • Provide all-round financial solutions to clients including wealth management, financial/retirement planning, risk management, etc
  • Explore potential markets

 
Requirement:

  • Degree holder or above
  • Fresh graduate and IANG holders are also welcome
  • Excellent communication and interpersonal skills, responsible, self-starter, willing to learn, team player
  • Candidate with two years or above relevant experience will be considered as Wealth Management Manager position

 
Career Path:

 
Benefits:

  • Monthly Allowance
  • Unlimited Commission and Bonus
  • Comprehensive Professional Training and Development (assist you to be a MDRT qualifier)
  • Professional licensing training to the MPF Intermediaries Examination and Insurance Intermediaries Qualifying Examinations
  • Fast track to the managerial position
  • Overseas trips plus excellent career path for best performers

We offer competitive remuneration packages to the right candidate. Interested parties please send full resume and expected salary by clicking “Apply Now”.

All collected information will be used for recruitment related purpose only.

Additional Information

Career Level
Entry Level
Qualification
Degree
Job Type
Full Time, Permanent, Internship

Company Overview

FORWARD,隸屬于香港友邦AIA Challenge Family,是一支融合香港及內地年輕優秀人才的專業保險團隊,旨在為有志於金融保險領域長遠發展的年青人提供持續發展的事業平台,2020年團隊成員全數達標百萬圓桌會MDRT專業資格

AIA Challenge Family,挑戰家族,擁有逾三十五年豐富行業經驗的專業保險管理團隊,自創立以來一直秉持以精英團隊、執行細節、追求卓越的精神培育保險專才,連續十年獲得友邦香港「百萬圓桌會MDRT會員最多人數及最高比例區域大獎」

Additional Company Information

Industry
Insurance/Pension Funding
Benefits & Others
Medical insurance, Performance bonus, Flexible working hours