Wealth Management Trainee Job in 財務及金融 in Multiple Locations - Job Description


  • 公司名稱: 萬通保險 - Synergy團隊

  • 萬通保險國際有限公司為港交所上市公司雲鋒金融集團成員,集團的主要股東包括雲鋒金融控股有限公司以及「全美5大壽險公司」之一的美國萬通人壽保險公司。

    按入職一年或以上的萬通保險經理 / 顧問計算:
    每4位經理邊有一位每年收入達 $1,000,000或以上;
    每3位顧問便有一位每年收入達 $300,000或以上


Wealth Management Trainee

Job Highlights
Basic salary+ commission + bonus ($15000 - 50000)
financial service; wealth management services
Excellent career path to management level

Job Description
- Assess clients’ financial situations by conducting financial needs analysis
- Analyse and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Macau and China market, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team

We look for:
- Degree holder in all discipline (Fresh graduates will also be considered)
- Mature, self-motivated, hardworking and willing to learn
- Energetic, passionate and outgoing
- Good interpersonal and communication skills
- Fluent in Cantonese or Mandarin, and English
- Experience in banking industry will be an advantage
- Experience in aviation/tourism and hospitality/retail/beauty/fitness industry are welcomed

We Offer:
- Expected salary per year: HKD 550,000 or above
- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)
- Excellent career path to management level
- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and conventions
- IIQE Paper 1 & 3 Licensing Training

  • 職位要求

  • 基層員工 
  • 所有中國大陸地區, 所有澳門特別行政區地區, 中國大陸, 澳門特別行政區 
  • 中學 
  • 銀行及金融服務業 
  • 財務及金融 (金融) 
    市場推廣及公共關係 (公共關係) 
    銀行及保險 (銀行) 
  • 06/07/2022 


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