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香港職位

財富管理顧問Wealth Management Consultant(有卷1及卷3牌優先)

AIA

工作地點
香港 · 油尖旺
薪酬
HK$17,000–27,000 / 月
工作性質
全職
發布來源
Moovup

入職要求

學歷要求
Tertiary Education
口語要求
粵語(熟練)、英語(熟練)、普通話(熟練)
書寫要求
中文(熟練)、英語(熟練)

職位內容

主要職責 Key Responsibilities -提供基本保險產品服務,全面財富及理財分析 Provide basic insurance services, comprehensive wealth and financial management analysis -了解客戶的需要,安排合適的投資方案,包括財富管理,資產管理,退休計劃及儲蓄計劃等 Provide clients with suitable investment plan, including wealth management, retirement and savings planning -為客戶提供一站式理財服務,包括一般諮詢,售後服務及保單跟進 Provide clients with one-stop financial services, including general consultation, after-sales services and policy follow-up -與客戶建立良好且緊密的夥伴合作關係 Maintain close relationship with clients -時刻緊隨市場流向,學習及提升業務知識 Stay up-to-date with latest market trend, learn and enhance related business knowledge -發展香港及內地金融及保險業務,了解其需求並協助團隊開拓人才,拓展客戶資源 Develop financial and insurance business in Hong Kong and Mainland China, assist the team to develop talents and expand client resources 入職要求 Requirement -持有大學學位或以上學歷 Bachelor Degree or above in all disciplines -良好溝通技巧 Good communication skills and interpersonal skills -良好粵語,基本英語及國語能力,懂讀寫中英文 Proficient in spoken and written Cantonese, English and Mandarin -經驗不拘,具保險行業相關經驗人士優先 No experience required, experience in insurance industry is preferred 待遇及福利 Benefit -五天工作,彈性工作時間 5 Days Work, Flexible Working Hours -提供行業優質培訓課程 Provide On-going Training Programme -銀行假期 Bank Holiday -佣金及表現獎金 Commission & Performance Bonus -晉升機會 Promotion Opportunity -醫療福利 Medical Benefits ****歡迎應屆畢業生/IANG/專才/高才/優才 及 投資移民人士 申請職位!**** ****Fresh Graduate, IANG/TTPS/QMAS Applicants are all welcomed**** 求職者請電郵履歷表CV至kitty_aia1207@yahoo.com.hk
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