Sales business

KWAN WAI FUNG

HongKong
HK Residents Only
No experience limit
Higher Diploma or Associate Degree
Negotiable
Job Highlights
提供全面在職培訓
多方向職業發展路徑
優厚佣金與表現獎金
Job Description

Duties:

  • Understand and analyze the financial goals and needs of high-end and overseas customers, and provide neutral personal financial planning and wealth management solutions;

  • Timely collection and processing of customer opinions, maintenance of customer relationships, and continuous provision of high-quality financial planning services to customers;

  • Through various modes, channels and market activities, develop potential customers in Hong Kong and the mainland;

  • Able to fully study and understand various financial products to provide customers with more professional and comprehensive financial advice;

Requirements:

  • Be honest and upright, with a high sense of responsibility and goal awareness;

  • Active and proactive, with good interpersonal communication skills and team spirit;

  • Financial, accounting and other related professional bachelor's degree or above / those with MBA study or overseas work experience are preferred;

  • Have a professional manager's image, have good financial management habits;

  • Have excellent continuous learning abilities, be able to set personal work goals and plans, effectively schedule and implement them.

We provide:

  • The company will provide regular, comprehensive, and professional on-the-job training to enhance market dynamics, product knowledge, and sales skills;

  • Clear multi-directional career development paths and promotion opportunities;

  • Benefits: Bank holidays, generous commission, performance bonuses

View more
理財
Insurance Broking
Insurance Sales
Insurance Underwriting
Insurance Claims
Cantonese
English
Mandarin
HR Kenneth
KWAN WAI FUNG·Recruiter
Company Overview
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