Global Recruitment Company

Financial Planning Consultant ( Insurance Broker - Sales )

Global Recruitment Company
Sheung Wan
Posted on 15-May-21

Financial Planning Consultant ( Insurance Broker - Sales )

Global Recruitment Company

Job Highlights

  • Provide comprehensive financial and banking advice
  • Constant monitoring of investment portfolios
  • Develop and expand existing network

Job Description

A golden opportunity to provide private client services to high net worth individuals. We believe our approach is paramount, and proven to be a necessity in each individual’s portfolio.

If you are seeking a role where you become a complete young entrepreneur, where growth and opportunities are unlimited, this platform will fulfil your aspirations.

Our vision is to develop people's talents and potentials throughout providing professional wealth management services to the clients.
                                                                                                                                     

Financial Planning Consultant ( Insurance Broker - Sales )


Responsibilities:

  • Provide comprehensive financial and banking advice to clients on risk-and wealth-management products, Insurance, MPF and employee-benefits products
  • Analyze and compare products of different service providers/ insurance companies
  • Constant monitoring of investment portfolios
  • Develop and expand existing network through relationship management

Requirements:

  • Fresh graduates/ IANG will also be considered
  • Mature, self-motivated, hardworking and willing to learn
  • Energetic and outgoing
  • Good interpersonal and communication skills
  • Always serve in the best interest of clients
  • Allow to work in Hong Kong is a must

Incentive:

  • Attractive commission and bonus with allowance package
  • Fast-track promotion to managerial position
  • Overseas trips & conventions plus excellent career path
  • Excellent and comprehensive in-house training programs
  • Professional training to become a Millionaires

財富管理部 - 獨立理財顧問

職務:
  • 為客戶在風險及財富管理產品、保險、強積金、僱員福利產品等範疇,提供一站式投資及理財策劃方案。
  • 針對市面上不同的金融機構/保險公司的產品作分析比較。
  • 為客人之投資方案作持續監察及調整
  • 創建人脈資源作業務推廣

入職要求:

  • 大學畢業或有相關工作經驗為佳 (IANG亦可)
  • 能獨立工作、自律、有求知慾
  • 正面心態、外向、勇於接受挑戰
  • 擅於溝通
  • 能以客戶利益為先、有使命感
  • 持有效香港工作憑證

福利:

  • 底薪 + 佣金可達HKD100,000一個月
  • 快速晉升楷梯,到主管級別可創立自己團隊
  • 每年海外會議、達標獎勵
  • 完善之新人培訓、
  • 新人福利,助新人最快達成百萬年薪


Additional Information

Career Level
Entry Level
Job Type
Full Time, Permanent

Additional Company Information

Industry
Financial Services
Benefits & Others
Education allowance, Performance bonus, Five-day work week, Flexible working hours