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財務策劃顧問
$10,000  -  $25,000  per Month
Kowloon- Tsim Sha Tsui
2 days ago
Activity Assistant (Mainland China students preferred) 活動營運助理(內地學生優先) AIA International Limited (HK)
Negotiable
Kowloon- Tsim Sha Tsui
  • Flexible Working Hours
  • Work From Home
  • Mainland China students preferred
2 days ago
財富管理實習生【歡迎應屆畢業生、TTPS高才通或IANG持有者】 AIA International Limited (HK)
Negotiable
Hong Kong , Kowloon- Tsim Sha Tsui
  • 實習生 / 應屆畢業生
  • 學期間工作時間協商靈活,助您平衡工作與學業
  • 培養您的人際和領導技能,為成功職業生涯打下基礎
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強積金退休規劃顧問 Honest Express Consultants Limited
$18,000  -  $23,000  per Month
Anywhere in Hong Kong , Kowloon- Tsim Sha Tsui
  • 為個人及公司客戶提供強積金(MPF)及退休財務策劃建議
  • 分析客戶財務狀況與退休目標,制定個人化退休方案
  • 跟進客戶強積金帳戶表現並提出優化建議
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財富策劃顧問/經理 FWD
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Hong Kong Island- Causeway Bay, Kowloon- Tsim Sha Tsui
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Assistant Manager/Senior Officer, Financial Risk Management FWD
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財富策劃經理 FWD
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Hong Kong Island- Causeway Bay, Kowloon- Tsim Sha Tsui
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Business Analyst AXA
Negotiable
Hong Kong
16 Jul 2025
Management Associates AXA
Negotiable
Kowloon- Tsim Sha Tsui
16 Jul 2025
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New Tab Report Print
Post date: 29 Jul 2025
Job ref no.: 85280650060132
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財務策劃顧問

Contact Phone: 56635838
Job description
Company Overview

你是否渴望在金融理財領域發展自己的專業事業?誠邀熱愛挑戰、有志創業的你,加入我們專業團隊,邁向卓越的財富策劃顧問之路!
【職責亮點】
 • 提供一站式理財諮詢與風險管理服務,協助客戶實現人生目標
 • 積極拓展新客戶,同時維繫長遠夥伴關係,定期跟進並給予貼心售後支援
 • 緊貼市場脈搏,洞悉投資保險最新趨勢,量身定製最適切的財富保障方案
 • 達成公司業績指標,躍升Top Sales,參與多元團隊培訓與精英分享
 • 嚴格遵守香港保險業監管局(IA)及公司規章,承諾誠信專業服務
【理想人選】
 • 香港永久居民或有效工作簽證持有人,18歲或以上
 • DSE或以上學歷,具金融或保險經驗者優先考慮
 • 須通過香港保險中介人資格考試(IIQE卷一、卷二、卷三)——新手可獲全面培訓支援
 • 擁有卓越人際溝通力、服務熱誠及團隊精神,獨立工作亦無難度
 • 勇於接受挑戰,抗壓力強、積極主動、樂於成長
【我們提供】
 • 完善晉升階梯及透明獎金制度
 • 定期專業培訓,助你持續提升行業競爭力
 • 友善團隊文化與豐富企業活動
 • 具前景的職涯發展平台,成就自己同時助人圓夢
立即加入我們,一起開創財富人生新里程!有志者歡迎投遞履歷。我們期待與你同行。

More Information
Job ref no.:
85280650060132
Whatsapp number:
56635838
Salary:
Negotiable
Working Location:
Kowloon- Tsim Sha Tsui
Education Level:
HKCEE,HKDSE or above
Year of Experience:
No work experience
Job Function:
Insurance- Insurance
Industry:
Insurance / Pension Funding,Management,Retail,Sales
Employment Term:
Full time
Career Level:
Entry
Benefit:
 5-day work
 Discretionary Bonus
 Flexible working hours
PFM Consultancy

公司提供移民及一站式客戶服務

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