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理財策劃顧問

主要職責 Key Responsibilities
-提供基本保險產品服務,全面財富及理財分析 Provide basic insurance services, comprehensive wealth and financial management analysis
-了解客戶的需要,安排合適的投資方案,包括財富管理,資產管理,退休計劃及儲蓄計劃等 Provide clients with suitable investment plan, including wealth management, retirement and savings planning
-為客戶提供一站式理財服務,包括一般諮詢,售後服務及保單跟進 Provide clients with one-stop financial services, including general consultation, after-sales services and policy follow-up
-與客戶建立良好且緊密的夥伴合作關係 Maintain close relationship with clients
-時刻緊隨市場流向,學習及提升業務知識 Stay up-to-date with latest market trend, learn and enhance related business knowledge
-發展香港及內地金融及保險業務,了解其需求並協助團隊開拓人才,拓展客戶資源 Develop financial and insurance business in Hong Kong and Mainland China, assist the team to develop talents and expand client resources

入職要求 Requirement
-持有大學學位或以上學歷 Bachelor Degree or above in all disciplines
-良好溝通技巧 Good communication skills and interpersonal skills
-良好粵語,基本英語及國語能力,懂讀寫中英文 Proficient in spoken and written Cantonese, English and Mandarin
-經驗不拘,具保險行業相關經驗人士優先 No experience required, experience in insurance industry is preferred 

待遇及福利 Benefit
-五天工作,彈性工作時間 5 Days Work, Flexible Working Hours
-提供行業優質培訓課程 Provide On-going Training Programme
-銀行假期 Bank Holiday
-佣金及表現獎金 Commission & Performance Bonus
-晉升機會 Promotion Opportunity
-醫療福利 Medical Benefits 

****歡迎應屆畢業生/IANG/專才/高才/優才 及 投資移民人士 申請職位!****

****Fresh Graduate, IANG/TTPS/QMAS Applicants are all welcomed**** 

求職者請電郵履歷表CV至[email protected]


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  • 申請工作時,切勿提供重要的個人資料,例如身份證、銀行戶口及信用卡的資料。
  • 不要隨便相信「無需經驗、學歷」,而又「人工高、福利好」的招聘廣告,還應留意所給予工資與所需條件是否合乎現實和市場價格。
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僱主:SH誠譽金融公司
刊登日期:Jul 28 2025
工種:保險
薪金:月薪 $16000 - $26000
工作地點:油尖旺
聘用形式:全職
職位編號: 

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