Wealth Planning Consultant

Harris Fraser Corporate Services Limited

  • Wan Chai District, Hong Kong
  • Permanent
  • Full-time
  • 6 days ago
Responsibilities:Pro-actively build network and able to transfer them to your customersRecommend appropriate insurance and investment products to best suit customers’ needsEnsure the delivery of efficient processing of new business and servicing queriesMaintain strong relationship with customers and explore new business opportunitiesCoordinate business activitiesHandle ad-hoc tasks and projects as requiredRequirements:Insurance Authority license holder a mustHolder of SFC licenses, Certified Financial Planner or other relevant qualification an advantageExperience in insurance or financial services industrySales oriented, positive attitude, self-motivated and able to work independentlyStrong customer service mindset with dedication to deliver exceptional quality services for customersGood command of written and spoken English and Chinese including PutonghuaQMAS, TTPS and IANG are welcomeRemuneration :Attractive basic salaryHigh commission rateMedical and dental insuranceCareer advancementProfessional trainingExpertise in portfolio management supportConvenient location at Wan ChaiInterested parties, please submit your full resume with your availability, current & expected salary by clicking " APPLY NOW "Personal data provided by job applicants will be used for recruitment purpose only.All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

CTgoodjobs

Similar Jobs

  • Business Consultant, Wealth Advisor /Internship

    AIA

    • Causeway Bay, Hong Kong
    CYN Branch深明各有獨特之處的個體,能成就更優秀的整體。因此,我們樂見團隊中有來自不同文化背景的成員。在這裡你將擁有更高的收入,更彈性的時間,更多發展和學習的機會。無論你是來自不同的行業,還是剛投身社會,只要願意接受挑戰,我們將全力助你以您獨特的方式創造改變。 Key Responsibilities Develop Client-Centr…
    • 7 days ago
  • Financial Consultant, Wealth Advisor /Internship

    AIA

    • Causeway Bay, Hong Kong
    CYN Branch深明各有獨特之處的個體,能成就更優秀的整體。因此,我們樂見團隊中有來自不同文化背景的成員。在這裡你將擁有更高的收入,更彈性的時間,更多發展和學習的機會。無論你是來自不同的行業,還是剛投身社會,只要願意接受挑戰,我們將全力助你以您獨特的方式創造改變。 Key Responsibilities Develop Client-Centr…
    • 16 days ago