Family financial planning consultant (flexible schedule welcome part-time)

Posted within 3 months
Work visa required
No experience limit
Bachelor
9.0 hrs/day, Negotiable working days
HK $30K-60K/Month
Job benefits
Additional subsidies
Education subsidies
Competitive pay
Discretionary bonus
expand
Job Description
Job Description:<br>The company's asset management scale exceeds 8 trillion, with business coverage across major continents and emerging markets, and a variety of high-quality assets. The company has been rated the highest by multiple rating agencies, with bright financial reports and stock performance. The mainland team is in the start-up phase, providing huge development opportunities.<br>Provide flexible work arrangements that allow you to balance your life and work in both places without affecting your main job or studies in the mainland.<br>Team members have a high degree of identity, strong empathy, able to understand and meet the needs of team members, and provide successful experience guidance.<br>Responsibilities:<br>Guide students on transferring, choosing schools, and other secondary school matters.<br>Guide new recruits on how to increase their numbers and issue policies, and help them complete their first transaction.<br>Provide high-talent, high-quality, and IANG renewal services.<br>Enjoy the membership benefits of the company's affiliated clubs, enjoy examination allowances, and receive corresponding rewards for promotion and growth. Upgrade to manager and share group medical benefits with your family.<br>Requirements:<br>Welcome IANG / Talent Pass / Quality Pass / Dependents / Permanent Residency and other Hong Kong-identifying individuals.<br><br>Like writing, those with experience in Xiaohongshu, public accounts, and video accounts are given priority. <br>Working location is in Hong Kong, and signing must be done in Hong Kong. No attendance is required, and sitting in a fixed position is not required.
View more
Insurance Operations
Health Insurance
Risk Management
Social Media Marketing
Client Development
Cantonese
expand
Fancy Sun
Sun Life·MANAGER
Company Overview
Sun Life: A century-old financial giant, leading the new era of wealth management Founded in 1865, Yung Ming Financial, the oldest cross-border life insurance company in Hong Kong (established in Hong Kong in 1892), has set industry benchmarks with its 160-year solid foundation. We have been named to the &quot;Global 100 Most Sustainable Companies&quot; for 16 consecutive years and have been awarded the highest MSCI ESG AAA rating, demonstrating our commitment to long-term value. Financial strength leading the industry 152% solvency ratio (more than twice the regulatory requirement), with top credit ratings from S&amp;P AA and Moody's Aa3 ROE reaches 17.2% (30% above the industry average), EPS $4.89, first in the industry, and a 47% total return for shareholders over 5 years AUM of $1.13 trillion, empowered by over 800 professional investment teams globally Hong Kong market leader 2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains in the top five in Hong Kong High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's premiums One in eight Hong Kong residents is a customer, and the MPF market share is third Agent empowerment system Yongmingui Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar customers Exclusive training resources: Co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents Innovative service support: ⭐ Market exclusive &quot;original dividend guarantee&quot; savings product ⭐ eSun Bo Medical Support (covering over 4,200 hospitals in the mainland) ⭐ Asia-Pacific's first family office forum organizer Join us and share the growth dividend Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with: ✅ Industry-leading training and digital display business tools ✅ Sustainable Development Financial Product Matrix Partner with a century-old financial platform to define the new future of wealth management!
1/9
2/9
3/9
Similar jobs
WiseLaw
1. 参与最前沿的法律人工智能技术和产品开发,推动行业变革;
2. 广阔的职业发展空间和明确的成长路径;
3. 和一群有梦想、有激情的伙伴共同奋斗。
Salary negotiable
WiseLaw
1. 参与最前沿的法律人工智能技术和产品开发,推动行业变革;
2. 广阔的职业发展空间和明确的成长路径;
3. 和一群有梦想、有激情的伙伴共同奋斗。
Salary negotiable
Quick reply
邱家濤
工作弹性,全职兼职均可
多劳多得,回报丰厚
普通话流利,内地经验优先
$20K-40K/Mth
Quick reply
SINCERE COMPANY
提供中港跨境財務規劃
優先考慮金融相關專業
持有優才、高才簽證可申請
$20K-30K/Mth
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Save