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刊登日期: 2020-06-22

Ideas Finance 點子理財

Ideas Finance 點子理財

Company Profile:

Our product portfolio encompasses individual and group life and health plans, MPF products, ORSO schemes, mutual funds and wealth management solutions. 

THE KEY TO SUCCESS IS TO START BEFORE YOU ARE READY


IDEAS FINANCE

3/F,Tower B,Manulife Financial Centre,
223-231 Wai Yip Street,
Kwun Tong,Kowloon,Hong Kong

Wealth Management Trainee(財富管理實習生)(歡迎應屆畢業生/IANG/各行各業)

Wealth Management Trainee/(財富管理實習生)


(HK$15,000 - 25,000 /monthly basic salary )

  • 底薪+ 豐厚佣金 + 年終花紅+ 進修津貼
  • 工作氛圍活力友善
  • 提供良好晉昇機會
  • 旅行獎賞及海外會議
我們為伙伴(您)提供:
  • 舒適、開放和愉快的工作環境,致力幫助伙伴各顯所能,不吝嗇分享致勝之道。
  • 豐富的資源、團隊間的資源。
  • 多元化的互助學習平台,定期有不同的活動和研討會,注重您的工作與生活平衡,注重團隊之間的交流。
  • 獎勵: 海外旅行和商務會議、亦會有學習津貼(包括一些專業資格)

KWUN TONG AREA

HK$15,000 - 25,000 /monthly basic salary 

(Up to HK$25,000 Allowance & Commission & Bonus)

Job Highlights

  • Young and Energetic Team
  • 1 year fast track to Wealth Management Manager
  • Fresh Graduates/IANG Visa are welcome
  • Competitive remuneration package including attractive Base Salary, Incentive Trip, and Year-end Bonus will be offered to the right candidate

 Job Description

Responsibilities:

  • Explore client's needs with e-tools and establish strategic & professional financial planning
  • Provide investment consultancy services,monitor the financial status of the clients and propose tailor-made solutions which satisfy their needs
  • Arrange and manage corporate benefit schemes
  • Acquire up-to-date market news & strategies
  • Maintain ongoing client relationship and after-sale service provided

Requirements:

  • Bachelor degree holder or Higher diploma in all discipline
  • Self-motivated, energetic, willing to learn and take challenges
  • Strong communication and presentation skills
  • Ability to work effectively in team
  • Good command in Cantonese and English. Proficiency in Mandarin is an advantage.

Benefits:

  • Team-based mentor-ship and comprehensive on-job training
  • 1 year fast track promotion to Junior Management
  • Attractive remuneration package
  • Sponsor for advanced studies (RFC , CFP & CFA)
  • Medical benefits
  • Career development opportunity
  • Incentives overseas trips and meeting


Interested Parties:
please email your full resume to Ms. Elaine Wong as the email provided.Contact no:96009361

*All information provided by applicants will be treated in strict confidentiality and be used for recruitment purpose only.

*Remarks:Recruit terms are subject to the final contract.
 


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