Expired

Active Recruiter

Financial Planning Manager

Posted 3 months ago
1 to 3 years
Higher Diploma or Associate Degree
9.0 hrs/day, 5 days/wk
HK $25K-38K/Month
Job Description
Job Responsibilities:
1. Regularly contact existing and potential customers, provide professional financial follow-up services to ensure customer needs are met.

2. Assist customers in reviewing and integrating their MPF accounts, providing professional advice to optimize their asset allocation.



4. Based on customer needs, develop a comprehensive risk management, financial planning, retirement planning, and personal investment plan.

5. Maintain sensitivity to financial markets, continue to learn relevant knowledge, and provide high-quality consulting services to customers.

Requirements:
1. Be 18 years old and have five valid academic qualifications (including mathematics, Chinese or English) from the School Entrance Examination/DSE.

2. Passionate about the financial industry, willing to invest time and energy to develop your own professional skills.

3. Fresh graduates, IANG holders, and those from banking, hotel, airline, retail, etc. industries who are interested in changing jobs are all welcome to apply.

4. Have good communication skills and service attitude, be able to handle customer relationships and achieve sales targets independently.

5. Applicants with banking and financial services experience will be given priority, but it is not a necessary condition.

Benefits:
1. Provide monthly business allowances to support daily work expenses.

2. Generous commission system, providing corresponding returns based on performance.

3. Establish monthly bonuses to motivate employees to achieve higher goals.

4. Provide other extra bonus plans to make outstanding performers earn more.

5. Provide free travel opportunities as a special commendation for excellent performance.
View more
Here are some recommended positions.
Similar jobs
NEST HUMAN RESOURCES MANAGEMENT COMPANY
Comprehensive on-the-job training in investment and asset management
Competitive salary and benefits package
Bachelor's degree or higher required
$18K-25K/Mth
Quick reply
優秀人事顧問有限公司
Bachelor degree holder or equivalent
Fluent in written English
Fresh graduates are welcome
$16K-20K/Mth
Quick reply
New
恒豐石油
財務、金融、會計專業優先
良好的溝通、協調能力
主動性強,抗壓能力強
$18K-20K/Mth
HASHKEY
顶尖导师制,手把手带你进入Web3
转正绿色通道,表现优异者获Return Offer
极具竞争力的福利,市场领先实习津贴
Salary negotiable
Be careful
Don’t provide your bank or credit card details when applying for jobs.