證券及期貨經紀 Broker (AE)

海盈證劵有限公司

The Role and Responsibilities:

  1. Generate new business through different way of channels and expand target customer group;
  2. Understand clients' needs in wealth planning and manage well their investment portfolios;
  3. Provide professional financial services and investment advice services to our clients, including securities, futures, insurance, savings, investment, retirement plans etc.;
  4. Establish relationships with potential customers and maintain good relationships with existing customers;
  5. Familiar with different types of investment products across different channels;
  6. Ensure that all sales processes comply with all company policies and regulatory requirements.

 

Requirements:

  1. University degree or equivalent, with qualifications in HKSI will be preferred;
  2. IANG / TTPS / QMAS are welcomed;
  3. Fresh graduates are welcomed;
  4. Strong interpersonal, communication and problem-solving skills;
  5. Self-motivated, well-organised, detail-minded, and good sense of responsibility;
  6. Proficient in both English and Chinese, fluency in Cantonese is preferable.

 

Job Offer:

  1. Merit-based progression and strong career growth opportunities.
  2. Provide on-the-job and continuous training.
  3. Commission basis.
  4. MPF.
  5. Flexible working hours.
  6. 5 day work week.

 

工作職責:

  1. 通過不同的渠道開發新業務,擴大目標客戶群。
  2. 瞭解客戶在財富規劃方面的需求,並管理好客戶的投資組合。
  3. 為客戶提供專業的金融服務和投資諮詢服務,包括證券、期貨、保險、儲蓄、投資、退休計劃等。
  4. 與潛在客戶建立關係,並與現有客戶保持良好的關係。
  5. 熟悉不同渠道的不同類型的投資產品。
  6. 確保所有銷售流程符合公司政策和法規要求。

 

要求:

  1. 擁有學士學位或同等學歷,並具備香港證券及期貨執業資格者優先。
  2. 歡迎 IANG / TTPS / QMAS簽證持有者。
  3. 歡迎應屆畢業生。
  4. 較強的人際交往、溝通和解決問題的能力。
  5. 有上進心,組織能力強,注重細節,有責任心。
  6. 精通中英文,粵語流利者優先。

 

福利與機會:

  1. 擇優晉陞和有利的職業發展前景。
  2. 提供在職持續培訓。
  3. 傭金制。
  4. 提供強積金。
  5. 靈活的工作時間。
  6. 每周工作 5 天。
更多工作資料
薪酬 15,000 - 18,000 / 月薪
工種
  • 銀行 ‧ 金融服務 - 投資服務
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
工作地點
  • 灣仔
僱用形式
  • 全職
教育程度
  • 學士
待遇
  • 五天工作週
  • 彈性工時

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