Wealth Management Officer /Customer Service Officer (5 days work)

Job Highlights

• Fresh Graduates/IANG are welcome
• 5 days work
• Fast Track Promotion to Management Level
• 我們的團隊成員入職九個月達成MDRT，選擇比努力重要，邀請你來加入我們！

Job Description

入職要求：

• 香港居民或持有在港工作簽證人士
• 大學學士畢業或以上學歷，歡迎應屆畢業生及IANG畢業生
• 如DSE 五科合格學生，並有上進心會優先考慮
• 持有保險中介人資格考試IIQE 1,3,5,4合格者優先考慮
• 性格主動外向，熱愛學習，熱愛團隊活動，追求生活品質
• 具銷售或推廣經驗優先考慮

工作職責：

• 為客戶分析及整合強積金戶口
• 為客戶分析財務狀況及作出建議
• 提供專業強積金及基金的諮詢和跟進服務
• 為企業強積金客戶提供服務

我們會為您提供：

• 每月$15K 另加獎金
• 投資及理財等在職免費專業培訓
• 客源支援/現有客戶跟進
• 公司現金津貼
• 業績表現獎金
• 每月獎金
• 特別年終獎金
• 明確晉升制度
• 醫療保障
• 免費海外業務會議

Requirements:

• Hong Kong citizens or work permit holder is a must
• University graduate in any discipline
• Fresh graduate and IANG also will be considered
• DSE student will be considered if you are motived to achieve success at the job
• Passed IIQE Paper 1,3,5,4 would be highly preferred
• Preferred personality: Outgoing, willing to learn and progress, Team player and emphases work life balance lover
• Previous experience in sales and marketing field is appreciated

Duties:

• Analysis Customer’s MPF portfolios
• Analysis Customer’s Financial Status and Advisory services
• MPF and Funds Advisory services
• Professional services to corporate accounts

Benefits:

• Attractive remuneration package (15K above with attractive bonuses)
• Professional trainings on investment and financial planning
• Client bases support
• Cash incentive
• Performance bonus
• Monthly bonus
• Year-end bonus
• Clear path to the management levels
• Group medical benefit
• Overseas conventions