【工作內容】：
1.掌握最新的財務管理知識與市場分析
2.為客戶提供全面財務和金融譫詢
3.分析並規劃合適客戶需求的財富組合
4.持續監控投資組合及風險管理
5.處理簽約銷售、後續理賠文件與資金運作
【Job Responsibilities】:
1. Grasp the latest knowledge in financial management and market analysis.
2. Provide comprehensive financial and financial consultation for clients.
3. Analyze and plan appropriate wealth portfolios for client needs.
4. Continuously monitor investment portfolios and risk management.
5. Handle contract sales, follow-up claims documents, and fund operations.
【任職要求】：
1.本科或以上學歷(有商科相關學位更佳)（歡迎應屆畢業生）
2.持有香港永久性居民身分證/已申請高端人才通行證/IANG簽證（現已生效/已過期/未申請但合資格申請者）/優秀人才簽證
【Job Requirements】:
1. Bachelor's degree or above (a degree in business-related field is preferred) (fresh graduates are welcome).
2. Hold a permanent identity card in Hong Kong/A permit for high-end talent/eligible applicants for the IANG visa/excellent talent visa
【福利待遇】：
1.佣金
2.提供專業訓練及指導，在業界累積廣泛的資源進修機會
3.提供清晰透明的晉升階梯，晉升考慮主要依賴一系列可量化的業務成績
4.業績優異者可獲海外會議旅遊資格
5.IIQE卷1和3許可證培訓
【Benefits】:
1.commission
2. Provide professional training and guidance, mentors with rich industry experience, and extensive resources for further studies
3.Provide continuous learning opportunities and support networks
4. Provide clear and transparent promotion ladder, promotion consideration mainly depends on a series of quantifiable business achievements
5. Outstanding performance may qualify for overseas conference travel.
6. IIQE Papers 1 and 3 license training.
****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]