Synergic Consultant Company

Wealth Management Trainee (Financial Planning)(支援大學畢業生 &各大行業遇上困難的手足)對保險理財有興趣者優先 Ref:SS7218311001

Synergic Consultant Company
HK$20,000 - 35,000 /month (negotiable)
Posted on 08 Jul 2020

Wealth Management Trainee (Financial Planning)(支援大學畢業生 &各大行業遇上困難的手足)對保險理財有興趣者優先 Ref:SS7218311001

Synergic Consultant Company

Job Highlights

  • Basic Salary PLUS High Commission (Degree holder)
  • Fun and Engaging Working Environment
  • Career Development and Annual Incentive trip

Job Description

Feeling too long to read?
We just want a few minutes from you.  Welcome to know more about us and join us!

Fresh grad 嘅你係咪成日擔心冇工返? 仲要有肺炎,好多公司都裁員,真係咁難搵工?
番緊工嘅會唔會擔心現有行業嘅前景? 或者覺得冇晉升空間?
我地除咗每個月會有Basic salary,仲有好高嘅commission! 唔甘心一個月拎一萬幾千嘅你歡迎了解同加入我地!當然,fresh grad同轉field都好,都一定會驚自己要時間適應,好還好,都要做得到先得架!所以我地會提供以下一系列嘅支援同配套俾大家!

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)
20 days Annual leave PLUS Birthday leave
.Company overseas incentive trip

 .Bachelor Degree holder or above

.Self­-motivated and disciplined
.Leader of the future
.Team player
.Entrepreneur-alike mindset

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

即刻click入去 Apply Now 加入我地啦!

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.

Additional Company Information

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