AIA HK
Wealth Management Manager (Fresh Graduates are Welcome)
7日前
工作職責
Key Responsibilities: ◎Understand clients' financial situations, risk tolerance, and investment objectives ◎Design tailor-made wealth management plans and investment strategies for clients ◎Keep enriching knowledge of market trends, regulatory changes, and industry developments ◎Working with internal teams and external partners to deliver seamless wealth management solutions ◎Keep engaging in networking and prospecting activities to expand client base ◎Build long-lasting relationships with clients based on trust and service Our Ideal Candidate: ◎Bachelor's degree or DSE / HKCEE five passes (included Chi/Eng & Math) ◎Passion for the financial services industry ◎Excellent communication and interpersonal skills ◎Strong analytical and problem-solving abilities ◎Knowledge in Microsoft Office and relevant financial software ◎Strong ethical conduct ◎A team player with a collaborative mindset and a drive for success Our Benefits: ◎Attractive Commission with Monthly & Year End Bonus ◎Excellent career path to management level ◎Overseas trips and conventions ◎Dynamic Working Environment, Flexible Working Hours Employer questions: Your application will include the following questions: ◎Which of the following statements best describes your right to work in Hong Kong? ◎What's your expected monthly basic salary? ◎How many years' experience do you have in a wealth management?
津貼和福利
不適用
工作地點 (2)
九龍灣,油尖旺
顯示全部
工作時間
週一至週六
10:00 - 18:00
長短週
工作要求
教育程度:
大學
技能:
中文輸入
駕駛
微軟 Excel
微軟 Word
微軟Powerpoint
語言:
口語
廣東話
英文
普通話
書寫
中文
英文
僱主資料
友邦保險於1919年成立,在1931年開始經營香港的業務。一直以來,友邦香港及澳門以前瞻性視野領先業界,為客戶提供最適切的保障和理財方案,滿足不同人生階段的需要及期望。友邦香港及澳門對本地經濟、社會及市民作出長遠的承擔,為不同的持份者以至社會創造共享價值,並在推動經濟及社會發展中擔當領導角色,為香港以至整個亞太區作出貢獻,積極地助大家實踐「健康長久好生活」。 選擇財務策劃行業的原因 香港的優勢 – 龐大且不斷增長的市場 政策支援及趨勢 市場機遇 - 具持續購買的消費模式 事業發展 – 將工作變成終身事業