*2020 Fresh Graduate* Financial Planner Trainee 理財策劃實習生
立健理財顧問公司Causeway bayUpdate time: May 28,2020
Job Description
You deserve:
- Welcome Fresh graduate & Mainland China graduates
- Fast-track promotion to managerial position
- Overseas trips & conventions plus excellent career path
- Excellent and comprehensive in-house training programs
- Professional training to worldwide recognisable qualification Million Dollar Round Table (MDRT)
1. Professional Financial Services Provision to Clients
- Wealth Management & Portfolio Advices
- Investment Planning
- Retirement Planning
- Risk Management Planning
- PRC Business & CIES (Capital Investment Entrant Scheme) Planning
2. Team Management
- Attempt Planning Strategies for Constructing Team
- Learn Recruiting & Managing Team
- Share Marketing Strategies in Team
3. Self-Continuous Improvement
- Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP,RFC,etc.)
- Acquire Up-to-Date Financial Knowledge and News
- Develop Better Interpersonal and Communication Skills
Basic Requirements
-Bachelor’s degree or above.
-Full-time employment.
-Enthusiastic, out-going, hard-working, motivated, service-oriented and responsible.
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