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| Position Requirement: |
工作職責：
- 為客人提供專業理財策劃服務包括財富管理及分析、移民稅務安排、投資及風險管理
- 提供專業資產管理知識予客人參考
- 與客戶建立緊密的伙伴合作關係
- 定期與客人回顧管理內容
入職要求：
- 中五/DSE 或以上學歷（國內同等學歷亦可）
- 持有大學學位優先考慮
- 歡迎國內來港新移民/在港IANG畢業生/在港專材/金融同業
- 持有保險中介人資格考試IIQE 1&3合格者優先考慮
- 具基金市場觸覺, 樂於與人溝通, 有進取心、外向和熱衷於學習。
我們會為您提供：
- 投資及理財等在職免費專業培訓
- 國際認證專業證書課程支援-可銜接到大學碩士課程
- 客源支援/現有客戶跟進
- 業績達標福利: 一年多次免費海外業務會議
- 公司現金津貼/業績表現獎金/每月獎金/特別年終獎金
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