1. 为客户提供各项专业的理财方案，如风险管理、健康保障、退休计划及财富累积
2. 建立良好客户关系，拓展客户网络，定期了解他们的财政需要及检讨现有理财计划
3. 为现有客户提供优质跟进服务及处理理赔事项
4. 争取卓越成绩，致力成为「百万圆桌」（MDRT） 会员，晋身业界精英
5. 建立及管理专业营业团队
Skills & Requirements
如果您年青具活力和有志于理财事业中长远发展，并符合以下条件：
A. 学士学位或以上学历
B. 具备良好沟通技巧
Graduation Year 2022 - 2026
Fields of Stud: Accounting & Finance, Communication, Chinese Language & Literature, China Studies, Business Administration, Computer & Information Sciences, Financial Technology, Fine Arts, Global Studies, Human Resources & Labour Relations, Logistics / Supply Chain Management, Languages / Linguistics, Philosophy / Religion, Psychology, Social Sciences, Sustainability, Translation, Real Estate, Risk & Insurance Management
Education Level (pursuing / obtained): Bachelor, Master / Postgraduate Diploma, Higher Diploma / Associate Degree
Required Level of Work Experience: None
Please kindly attach your resume and send it to [email protected] or ,[email protected] , if you have any further queries, please do not hesitate to contact us.