財富策劃經理 Wealth Planning Manager

 工作職責:

• 建立、拓展及管理專業的財富策劃團隊
• 鼓勵及培育下線發展新團隊
• 瞭解金融管理和市場分析
• 為客戶提供專業的財務策劃服務，包括保險丶儲蓄及投資計畫
• 管理現有的並持續積極開拓新的高質人際網路

 
待遇及福利：

• 每月津貼可達港幣20,000 - 40,000元，另加傭金、管理獎金、年終花紅及續保花紅
• 其他額外獎金和獎勵計劃
• 各種支援營銷活動和客戶研討會
• 合資格將獲邀出席海外業務會議
   

入職資格

• 成熟、有領導才能、能帶領團隊拓展業務，推廣各類保險產品及理財服務
• 主動、進取及積極態度完成銷售目標
• 具人脈網絡、能建立高淨值客戶群
• 大專或大學教育背景
• 最少4年金融業或相關工作經驗（具保險經驗更佳）
• 通過保險仲介人資格考試 (卷一及卷三)
• 獲授權於香港工作（歡迎IANG準畢業生）

 
註：經驗較少者，將獲考慮為財富策劃顧問或財富策劃助理經理

 Job responsibilities:

• Establish, expand and manage a professional wealth planning team
• Encourage and foster the development of new teams off the assembly line
• Understand financial management and market analysis
• To provide clients with professional financial planning services, including insurance, savings and investment projects
• Manage the existing clients and continue to actively explore new high-quality interpersonal networks

 
We will provide:

• Average monthly income up to HK $ 30,000 - 40,000 (including monthly allowance, commission, management bonus, year-end bonuses and renewal bonuses, depending on individual performance)
• Other additional bonuses and rewards programs
• Various support marketing activities and customer seminars
• Eligible to be invited to attend overseas business meetings

 
Qualifications

• Mature, leadership, can lead the team to expand their business, promote various types of insurance products and financial services
• Proactive, aggressive and positive attitude to complete the sales target
• With network to establish a high net worth customer base
• College or above
• Minimum 4 years in the financial industry or related work experience (with insurance experience better)
• Passed the Insurance Intermediaries Qualifying Examination (Paper 1 and 3)
• Authorized to work in Hong Kong (IANG graduates are welcome)

 
Note: Those with less experience will be considered as wealth planning consultants or wealth planning assistant managers