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Job Title:  高級財務策劃顧問 / 財務策劃經理 / 高級財務策劃經理      Expired Position
Provided Salary:   20000-25000 Work Type:   Full Time/Part Time
Education:   Associate Degree/Higher Diploma Work Place:   Hongkong China
Number Of Vacancies:   10 Work Experience:   Not Available
Updated Date:   2014-05-13 Job Type:  
Banking & Finance

Position Requirement:

職務:

 為個人、工商客戶提供以下全面及專業服務(包括股票)

1) 個人理財服務(所有保險產品、基金投資計劃 、退休及遺產策劃、教育計劃、強積金管理及投資移民安排及轉介服務,)


2) 資產管理服務(投資組合管理、融資、基金組合管理、股票服務、樓宇買賣介紹及按揭安排)


3) 物業轉介服務 (買賣/租)(全港各區,中國、澳門)


4) 物業按揭轉介服務 (全港各銀行)


5) 風險管理服務(保障計劃如人壽、危疾、年金、醫療、意外及各類一般保險)


6) 信託服務 (証劵、股票、基金、實物...)


入職要求:


 

1) 大學或以上學歴,其他學歷也會考慮 (歡迎本地,國內人仕及新畢業同學申請)


2) 專業及誠懇工作態度對待現有及新個人工商客戶及為客戶不時提供專業意見

3) 有責任心, 進取及以獲取世界級MDRT資格(年薪逹七十萬及以上)目標發展個人及團隊事業

4) 能操廣東話,英文及普通話 

5) 持有香港身份證或香港工作證. 如中國國內及外籍人仕,本公司亦會基本於個人業績,協助申請香港工作證(在港工作滿七年便可考慮取得香港永久居民身份証)

6) 考取國際財務,保險,投資等專業資格 (ACFP、 CFP、 CFA、 MDRT、 COT & TOT)





公司提供:


 1)  五天工作,銀行假期,僱傭合約自僱人仕模式僱用,工作時間及工作地點更具彈性,並可留在國內工作

2)  僱傭合約底薪  + 高佣金 銷售獎金

3)  進修津貼
 + 醫療津貼 
+ 自住樓宇買賣佣金優惠

4)  優良的銷售及網絡支援服務

5)  全面金融產品平台,包括地產客户轉介及按揭安排

6)  專業全面及個人培訓課程專人協助新同事事業起步

7)  晉升至組别經理及管理層的機會

8)  專業的個人發展及榮譽獎項

9)  國際業務發展的機會

10) 公司提供強大客戶羣, 協助新同事易於起步

11) 有薪年假、病假醫療及教育津貼

 

有意者請通過香港人才網在線申請,合則約見





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