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Job Title:  資產配置顧問      Expired Position
Provided Salary:   Negotiable Work Type:   Full-time
Education:   Degree Work Place:   Hongkong China
Number Of Vacancies:   20 Work Experience:   Not Available
Updated Date:   2017-03-09 Job Type:  
Banking & Finance

Position Requirement:

職位描述
1. 為客戶量身定做資產配置計劃,包括保險、醫療、教育儲蓄、投資、退休計劃、家族信托
2. 提供財富管理的方案,境外及境內投資渠道建議
3. 給客戶提供專業服務,及相關後續跟蹤

職位要求
1. 良好的溝通及表達能力,樂於與客戶保持良好關系
2. 積極向上,樂觀進取,有強烈的工作責任心,有耐心,樂於助人,無不良嗜好
3. 大學本科及以上學歷,專業不限;歡迎非本地持IANG的在港畢業生
4. 擁有合法的工作簽證或者Dependent visa、香港永久居民身份

福利待遇
豐厚傭金及年終花紅
在職專業培訓
長期服務獎
每年數次公司海外旅行計劃
及海外會議獎賞
表現突出可獲得公司股票獎勵
工作突出可以很快晉升經理
並可組建自己團隊
發展長期事業

團隊領導人Sindy:

會計學學士,MBA畢業,2015年卓越團隊個人業績第八名,2016年業績更加出色!連續兩年獲取保險行業COT榮譽,百萬圓桌超級會員!
中國註冊理財規劃師CICFP
國際理財規劃師ICFP                                  
家族財富管理師 CFOP
曾擔任證劵公司法人股STAQ系統交易員
擁有十幾年的銀行工作經驗
橫跨金融行業,證券、銀行、保險三大支柱
豐富的金融知識以及管理經驗
幫助新人快速入職
                                                               
現在的團隊成員主要來自:港大、中文大學、浸會大學、理工大學、英國大學、日本知名大學的同事,他們的背景非常豐富,有在標準普爾工作經驗的,有做投資並購的,有做老師的,有做媒體的,有研究神學的,有研究藝術的,個個年輕有為、充滿活力




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