Financial Planning Manager (welcome locals, IANG, high talents, and outstanding talents)
[Job highlights]
This is a comprehensive role that blends customer service, business development, and professional growth. You will provide professional financial planning to individual and corporate clients, helping them achieve their wealth goals, while also developing your team through identity management.
[Main responsibilities]
· Wealth Management: Conduct a comprehensive financial analysis for individual customers and tailor-make personalized investment plans to help them achieve their financial goals.
· Corporate benefit plan: Design group insurance and retirement benefits for corporate clients to enhance their employee benefits system.
· Business Development: Actively explore new customer markets, establish and maintain long-term customer relationships.
[We ideal candidate]
· Secondary School Diploma or above, welcome university graduates, IANG visa holders, high talent pass applicants and Mainland Chinese to Hong Kong.
· Proactive, willing to accept challenges, and with good self-motivation.
· Have excellent communication and expression skills, be able to effectively communicate with customers of different backgrounds, and be strong in responsibility.
· Fluent in Cantonese and Mandarin communication skills or customer resources are preferred.
· Passionate about the financial planning industry and committed to long-term development in this field.
[We provide benefits and support]
· Competitive salary: Generous base salary and allowances, coupled with generous commission and performance bonuses (outstanding performance can even earn monthly bonuses).
· Comprehensive professional training: Provide complete on-the-job training and support the acquisition of industry professional qualifications.
· Strong support: Enjoy company-wide system, administrative and market resources support.
· Recognition and incentives: Professional honor awards and performance bonuses are given to outstanding performers, who may be invited to attend overseas business meetings free of charge.
