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Job Title:  財富管理經理 / 高級財富管理經理 / 分部經理      Expired Position
Provided Salary:   Negotiable Work Type:   Full-time
Education:   Diploma/Certificate Work Place:   Hongkong China
Number Of Vacancies:   1 Work Experience:   2 years
Updated Date:   2022-06-01 Job Type:  
Promotions planning

Position Requirement:

中銀人壽現正拓展財富管理團隊,誠邀優秀人才加盟我們的精英團隊。


財富管理經理 / 高級財富管理經理 / 分部經理


工作範圍
⚫ 提供專業財富管理服務,當中包括保障、理財/退休策劃保險產品及/或強積金(如適用)予個人客戶;
⚫ 提供團體保障及退休保險方案予公司客戶;
⚫ 積極拓展潛在市場;
⚫ 參與持續專業培訓(CPD)及/或相關理財課程以持續事業。

 

 入職要求
⚫ 高級文憑畢業或同等學歷及/或擁有兩年以上工作經驗;
⚫ 歡迎對金融業有濃厚興趣之應屆大專畢業生;
⚫ 誠實具責任心,認同團隊目標,具創業精神;
⚫ 良好人際溝通技巧及表達能力;
⚫ 具銀行工作經驗, 擁有內地顧客關係及能操流利普通話者可獲優先考慮;
⚫ 通過IIQE 卷一及卷三考試;
⚫ 如提供強積金服務,須通過強積金中介人資格檢定考試。


待遇及福利
⚫ 每月津貼可高達港幣5萬*;
⚫ 優厚佣金及花紅*;
⚫ 專屬榮譽及獎賞;
⚫ 全面培訓及支援考取有關保險銷售專業資格;
⚫ 表現出色者將獲邀出席海外業務會議;
⚫ 良好晉升階梯,可發展成「個人專業」或「團隊專業」;
⚫ 人壽保障及醫療福利。

 *收入受業績及工作表現等因素影響,並非保證。

 具備相關經驗者將被考慮為高級財富管理經理 / 分部經理。




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