Job Description

Key Responsibilities:

● Composing tailor-made and professional financial solutions to customers that satisfy their changing financial needs, including risk management planning, retirement planning and family asset inheritance planning, etc.

● Build long-term customer relationship

● Assisting with the implementation of team strategies and supporting with the team management

● Establishing and managing a team of your own

We offer:

● Attractive remuneration package, financing allowance schemes and competitive bonuses

● Comprehensive and renowned pre-onboarding training

● Overseas conferences and travel opportunities

● Support candidate to accelerate their career growth to managerial level

● Support candidate to achieve professional industry-related certifications and qualifications, like CFA and CFP qualifications

● No cold-calling

Requirements:

● Bachelor degree holder or above

● Self-motivated, target-oriented, passionate for winning and proactive

● Possessing outstanding leadership qualities

● A responsible team player

● Excellent communicator with splendid analytical and organising skill

● Good command of spoken and written Chinese and English

主要職責：

為客戶度身訂造專業的理財方案，滿足其不斷轉變的財務需求，包括風險管理規劃、退休規劃及家庭資產傳承規劃等

建立並維繫長遠的客戶關係

協助團隊策略的執行與落實，並支援團隊管理工作

組建並管理屬於自己的團隊

我們提供：

具吸引力的薪酬待遇、財務資助計劃及具競爭力的獎金機制

全面且業內知名的入職前培訓

彈性工作時間及愉快的工作氛圍，注重自我實現與個人成長

海外會議及旅行機會

支援員工加速職業生涯成長，邁向管理職位

支援員工考取行業相關專業認證及資格，例如 CFA 和 CFP 資格

無需進行陌生電話推銷

崗位要求：

高級文憑/副學士/學士或以上學歷。

具備自我驅動力，目標為本，渴望成功，積極主動

具備出色的領導才能

有責任感的團隊合作者

優秀的溝通能力，同時具備出色的分析與組織能力

良好的中英文口語及書寫能力

BENNY.CLH

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