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Responsibilities: Provide good quality of insurance service to clients; Prepare the insurance application process for clients Follow through all the outstanding/ pending of the policy until the policy is fully in force....
工作职责 Job Descriptions 全面分析「投资、保险、税务、退休、传承」各范畴 制定 财富管理策略，联系 金融、医疗等 机构网络 掌握时下适切的 财务知识、政经新闻；紧贴 市场信息、社媒营运 开拓 专业领域、履历资格 (如 公司医疗、雇员...
As MPF (Mandatory Provident Fund Schemes) enters the 20th year since it first implemented in 2000, more than 850 billion of wealth has been created, providing retirement cover for more than 85% of Hong Kong work force. T...
Job Description Identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management Assist to explore new market and business opportunities, participate in b...
Company Background Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services...
Job Description： Build and maintain strong partnerships with prospective clients to drive business expansion and meet assigned sales targets. Conduct regular client meetings to evaluate their Financial needs, understan...
Job Responsibilities: Master the latest financial planning knowledge and market information Provide comprehensive wealth management services to clients Analyze and design wealth portfolios that meet client needs Continuo...
Job Description ： Implement business plans to lead team to achieve preset sales targets and objective. Generate new business for the company. Identify customers’ needs and match their needs with appropriate products and...