**為港漂帶來不一樣的人生** Wealth Management Manager
立健理財顧問公司Causeway bayUpdate time: July 2,2020
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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