Financial Planner

Phillip Securities Group

Responsibilities:

  • Assess client's financial objectives and advise them on a full range of investment and protection solutions
  • Develop market or explore long-term business relationship with potential customers
  • Provide comprehensive services to clients, including account opening and handing client inquires

Requirements:

  • Mature, career-minded, self-driven and motivated professionals with interpersonal skills
  • University graduate, holder of IA/SFC license regulated activity is preferred
    Related IFA experience may considered as Senior Wealth Management Consultant

We offer:

  • Multi-income from a full range of financial products including insurance and securities
  • Professional and comprehensive on-going training for licensing
  • Competitive and attractive remuneration package
更多工作資料
薪酬 薪金面議
待遇
  • 彈性花紅
  • 在家工作
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 金鐘
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

類近好工

Relationship Manager - Corporate Banking / Commercial Banking [Ref no: RMCB-ALAM]

Nanyang Commercial Bank

Assistant Direct Mortgage Manager / Senior Officer / Officer - Hang Seng Bank (HK)

Hang Seng Bank

Client Trade Specialist, Private Banking

DBS Bank (Hong Kong) Limited

Senior Relationship Manager – Personal Banking

The Bank of East Asia, Limited

Relationship Manager Assistant, Retail Loans

Shanghai Commercial Bank Ltd

Part-time Customer Service Ambassador

Phillip Securities (HK) Ltd.