廣告

Financial Planning Manager (Local n IANG)

Job Description

Key Roles and Responsibilities:-

  • Provide professional financial services to our clients, including risk management, health, protection, retirement planning and wealth accumulation.
  • Provide group and pension solutions to corporate Clients
  • Expand potential market with active exploration
  • Maintain business performance through effective activity management
  • Achieve excellence and strive for membership of the Million Dollar Round Table (MDRT)
  • Equip professional financial knowledge and skills constantly for on-going career development
  • Team building and participating in District development
  • Clients relationship management, expand clients network and review their financial need regularly 

Benefits:-

  • Professional and comprehensive training will be provided. Excellent career path to management level.
  • Earnings and recognition will be tied directly to your efforts and results
  • Work-Life Balance
  • Sign-on bonus and training allowance up to HK$17,000
  • Monthly business allowance up to HK$50,000.
  • Competitive remuneration package
  • Fully Group life and Medical benefits
  • Overseas conventions and exchange program
  • Professional qualification sponsorship, such as Certified Financial Planner (CFP)

Skills & Requirements:-

  • Final year student who come from Mainland China pursing a bachelor’s degree or higher qualification in a full-time and locally accredited programme in the HKSAR and holding a valid Student visa
  • Bachelor degree or above
  • Good communication and interpersonal skills
  • Relevant experience in sales and customer relationship building with a proven track record
  • Sales oriented and positive thinking

Please kindly attach your resume and send it to [email protected], if you have any further queries, please do not hesitate to contact us.

廣告

請提防求職陷阱!

  • 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。
  • 有關提防求職陷阱的資訊,可瀏覽此網頁
僱主:Jackey Ko Consultant CO.
刊登日期:Feb 06 2026
工種:保險
薪金:月薪 $20000 - $50000
工作地點:九龍城
聘用形式:全職
職位編號: 

廣告