Synergic Consultant Company

Management Associate (Wealth Management)(歡迎大學畢業生)手足優先 Ref:SUCF01050620

Synergic Consultant Company
HK$17,000 - 35,000 /month (includes high commission)
Posted on 04 Jun 2020

Management Associate (Wealth Management)(歡迎大學畢業生)手足優先 Ref:SUCF01050620

Synergic Consultant Company

Job Highlights

  • Basic Salary PLUS High Commission
  • Fun and Engaging Working Environment
  • Business Opportunity and Career Development

Job Description

We offer
.Basic salary PLUS high commission
.Start Up Bonus & Performance Bonus
.Training section for sales, soft skills and marketing
.Pre-Management skills
.Financial planning concept
.Fun and engaging working environment
.Fast track to management position (1.5 - 2 years)

Job responsibilities
.Wealth Management & Portfolio Advice
.Investment Planning
.Retirement Planning
.PRC Business & CIES (Capital Investment Entrant Scheme) Planning
.Corporate Business Development
.MPF Solutions
.Client Relationship Management

.Professional designations (MDRT, CFPCM, ChFC, RFP, RFC)
.Fast career development
.Acquire up-to-date financial knowledge and news
.Develop better interpersonal and communication skills

.Good communication skills and sense of empathy
.Candidates with university society experience are welcomed
.Good command in written and spoken Chinese
.Critical thinking

.Self­-motivated and disciplined
.Willing to learn and share
.Team player
.Leader of the future
.Entrepreneur-alike mindset

Additional Information

Career Level
Not Specified
Years of Experience
Not Specified
Job Type
Contract, Full Time, Permanent

Company Overview

Synergic District
Synergic Group was established in 2011, which has grown to a team of 40~45 people in 2020. Synergic is now the youngest district among AIA Hong Kong and Macau's agency force.

It is known that there are some misunderstandings from the general public towards the work of insurance agency, and some clients may not have absolute confidence in the professionalism of the agents. Therefore, Synergic has been dedicated to expand our scale, at the same time, with the systems and resources of the group, Synergic mandates each of our members to remain professional and ethical in providing the best financial management schemes and services to our clients.

Synergic adheres to the motto of the group, to create a “selfless, positive, and mutual benefit” environment for the group members, to allow them to reach their goals in life in the shortest time possible.

Synergic has been maintaining the recognition of MDRT District all along, having numerous MDRT members in our group. MDRT membership is recognised as the standard for outstanding sales performance in the internationally financial planning industry. There is not more than 1% of the global insurance agents are members of MDRT. Our group members can still reach the MDRT District in the turbulent situation in 2019, which shows Synergic's extraordinary strength.

About MDRT
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business (cited from

Additional Company Information

Benefits & Others
Flexible working hours, Medical insurance, Performance bonus, Work from home