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Job Title:  助理經理 - 投資及金融服務     
Provided Salary:   Negotiable Work Type:   Full-time
Education:   Junior College Work Place:   Macao China
Number Of Vacancies:   2 Work Experience:   2 years
Updated Date:   2017-10-17 Job Type:  
Banking & Finance
Certification Requirements:  

Position Requirement:

滙業銀行致力與你共建共創共富共

滙業銀行(前身為澳門恆生銀行)作為滙業財經集團的旗艦公司,於1935年在澳門成立,迄今已有近八十年歷史,為澳門社區及中小企業提供專業的銀行服務。因應營商環境的需要,滙業銀行現正擴展為以投資銀行及私人銀行業務為主 、商業銀行業務為輔以及全面的產險及壽險業務為一體的現代化綜合金融機構。

我們在澳門擁有7間分行及2間外幣兌換店。滙業財經集團在香港亦設有多種金融服務,包括滙業證券、滙業財富管理、滙業金融期貨等,並在廣州設有諮詢公司;集團致力為中、港澳企業及個人提供各項優異的金融服務。我們擁有精良的企業管治,訓練有素的金融精英團隊。

為配合業務發展,現誠邀各方人才,加入我們的精英團隊,共同於各專業領域施展才華,創建美好明天。

工作職責

  • 透過專業的銷售策略,計劃及組織不同的銷售活動,拓展客源以達致團隊的銷售目標
  • 分析客戶的投資及保障需求,夥拍資深產品顧問,提供專業的風險管理及全面的理財策劃方案:
    保險
    証券及投資
    財富管理及投資組合建議
    退休策劃及資產傳承
  • 與客戶維持良好互信關係,迎合客戶的財務與保險需求
  • 確保銷售程序符合公司政策及法規準則
  • 提供建議,諮詢服務,以及向團隊提供有效的支援
  • 與其他部門緊密合作,向客戶提供合適的保險或投資產品,務求滿足客戶的需求

任職條件
  • 大學或以上學歷
  • 具一年或以上銷售經驗
  • 對財富管理 / 保險產品有興趣
  • 積極主動,具良好社交能力, 溝通技巧及分析能力
  • 有良好的澳門本地或國內的準客戶關係者優先
  • 流利中、英文書寫及口語能力




本銀行提供優厚基本薪金, 另設個人佣金制度, 亦提供既有客戶群及全面性的專業訓練以助同事發展事業

有意者請通過澳門人才網在線申請,合則約見!




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