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财富管理及保障经理
Private Wealth Manager
作为一个持续发展的理财顾问团队,我们倾力于提供卓越的服务。我们依托友邦集团 (AIA International, 1299.hk) 以及一系列全球领先的离岸财富管理合作伙伴,专注于为中港专业人士、公务员、企业主等高端客户提供一站式、全面的保障和财富增值服务。
我们的使命是以客户的利益为重,以爱与关怀为核心价值,提供量身定制的理财建议和方案。我们追求专业与诚信,致力于与每一位客户建立并发展长远的关系,以确保在他们人生的各个阶段,我们都能为他们提供完善的保障及理财需求。
我们相信团队的力量,追求互信、互助、互爱,以及卓越和不断进步。我们为我们的团队创造一个环境,使每一位成员都有机会发掘自己的潜力,开拓丰富的人生,享受幸福美满的生活。
招募职位:
财富管理及保险保障经理
Manager, Wealth Management & Protection
职位责任:
- 不断学习最新的金融和财富管理知识,为客户提供最新的市况信息;
- 向客户提供全面的金融和财务建议;
- 积极开拓营销渠道、扩展客户及合作网络;
- 为客户提供专业的财富保障及财富增值方案,包括:保险、储蓄及投资计划;
- 提供中产人士的资产配置方案;
- 为高端客户提供遗产规划及财富传承方案;
- 与客户保持良好的沟通,及时处理保险赔偿以及理财策划服务;
- 发展及管理专业财务策划团队。
职位要求:
- 本科或以上学历(专业不限);
- 持有香港身份证(临时、永久身份证均可);
- 熟识国内文化,操流利普通话者优先,能够听懂广东话、读懂英文说明性资料;
- 具备人际交往能力,乐于结交朋友、分享信息;
- 具有工作热情,好学,敢于挑战;
- 自律性强,工作勤奋;
- 对个人财务策划感兴趣,有志建立个人事业;
- 品行端正、思维敏捷、严谨细致、踏实负责,具备团队协作精神;
- 有银行从业经验或者客户管理经验者佳。
福利待遇:
- 合格的申请者将被推荐加入AIA Premier Academy培训计划,得到完整的财富管理理论培训及我们团队的实践培训;
- 合格的申请者将以底薪+佣金的薪酬模式,底薪可以匹配之前一份工作的年薪,应届生底薪为HK$12,000/月,并且有年底分红和职业生涯红利;
- 业绩突出者,将获业界公认最崇高的百万圆桌会会员(MDRT)资格;
- 每年安排参加各项海外销售精英讨论会议,符合资格者将全额赞助旅行机票与酒店(每年至少两次);
- 提供与不同行业成功人士交流的机会,迅速积累经验,丰富人生阅历;
- 提供良好晋升机会,可于两年内晋升为管理阶层。
如果您热爱挑战,有意加入我们的专业团队,请将您的简历发送至[email protected],并注明信息来源及应聘职位。我们期待与您的接触,一起探索未来的可能。
As a thriving and continuously developing financial advisory team, we are dedicated to providing excellent service. We work hand in hand with AIA International (1299.hk) and a range of leading offshore wealth management partners, focusing on providing one-stop, comprehensive protection and wealth appreciation services for high-end customers such as professionals, civil servants, and business owners in China and Hong Kong.
Our mission is to prioritize the interests of our customers and to provide tailor-made financial advice and solutions with love and care as our core values. We strive for professionalism and integrity, committed to establishing and developing long-term relationships with each customer, ensuring that we can provide them with complete protection and financial needs at every stage of their life.
We believe in the power of the team and pursue mutual trust, mutual aid, mutual love, as well as excellence and continuous progress. We create an environment for our team where each member has the opportunity to explore their potential, enrich their life, and enjoy a happy life.
Opening position:
Manager, Wealth Management & Protection
Responsibilities:
- Continuously learn the latest financial and wealth management knowledge and provide customers with the latest market information;
- Provide customers with comprehensive financial and financial advice;
- Actively develop marketing channels, expand customers and cooperation networks;
- Provide customers with professional wealth protection and wealth appreciation solutions, including: insurance, savings and investment plans;
- Provide asset allocation solutions for middle-income individuals;
- Provide high-end customers with estate planning and wealth inheritance solutions;
- Maintain good communication with customers, handle insurance claims and financial planning services in a timely manner;
- Develop and manage a professional financial planning team.
Qualifications:
- Bachelor’s degree or above (no limitation on major);
- Holder of Hong Kong ID card (temporary and permanent ID cards are acceptable);
- Familiar with mainland culture, fluent in Mandarin is preferred, able to understand Cantonese and read English explanatory materials;
- Have interpersonal skills, enjoy making friends and sharing information;
- Have work enthusiasm, love to learn, dare to challenge;
- Strong self-discipline, hard work;
- Interested in personal financial planning and aspires to establish a personal career;
- Decent character, agile thinking, meticulous, down-to-earth and responsible, team spirit;
- Experience in banking or customer management is preferred.
First-class benefits:
- Qualified applicants will be recommended to join the AIA Premier Academy training program and receive comprehensive wealth management theory training and practical training from our dedicated wealth team;
- Qualified applicants will be paid in a base salary + commission model, the base salary can match the annual salary of the previous job, the base salary for fresh graduates is HK$12,000/month, and there are year-end bonuses and career bonuses;
- Outstanding performers will receive the highest recognition in the industry, the Million Dollar Round Table (MDRT) qualification;
- Arrange to participate in various overseas sales elite discussion meetings every year, those who qualify will be fully sponsored for travel tickets and hotels (at least twice a year);
- Provide opportunities to interact with successful people in different industries, quickly accumulate experience and enrich life experience;
- Provide good promotion opportunities, can be promoted to management level within two years.
If you love challenges and are interested in joining our professional team, please send your resume to [email protected] and indicate the source of information and the position you are applying for. We look forward to contacting you and exploring the possibilities of the future together.