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| Position Requirement: |
工作簡介職責Responsibilities of the role： - 成為公司與客戶間之橋樑，與客戶 / 準客戶建立互信及長遠的關係
- 根據個人及企業客戶的具體情況和需求制訂專業的資產及風險管理、個人醫療配套及家居保障方案、家庭信託、財富規劃配置傳承方案、公司團體醫療方案及僱員退休保障等服務；為客戶提供投資移民服務咨詢；
- 以顧問角色從不同角度為客人審視現有之理財規劃，提高客人對自身的財務策劃及財富管理之認識
- 維繫並協助拓展業務，致力維護及推廣公司品牌，帶出行業之正面訊息
Requirements of the role： - 大學 Bachelor 畢業或以上學歷
- 不少於3年全職工作經驗 ( 曾從事銀行背景 / 銷售及顧問業務相關優先 )
- 擁有較強的親和力、個性開朗、有責任心並注重細節
- 溝通能力：廣東話 / 國語
- 讀寫能力：繁體中文／簡體中文
Benefits： - 特快晉升階梯：最快一年可晉升團隊 / 區域管理層級別
- 團隊內部獨特的深度指導：建立思維定位計劃、優質工作流程及營運輔助管理
- 完善的培訓體制 ( EXECUTIVE DEVELOPMENT PROGRAMME )： 職前及在職培訓、晉升進階培訓 ( 包括：管理哲學及團隊營運培訓 ... )
- 眾多學習機會：雙語並行的工作環境 ( 粵語及國語 )，由銀行、金融及醫學相關行業的專業人士主持專題講座，參與年度海外高峰會議
- 清晰的收入制度及競賽獎勵：高佣金制度配置、年終花紅、業績競賽獎金及個人雜誌專訪 ( eg, CAPITAL、經濟一週 ...... )
- 表現優異者更可以獲邀出席海外會議獎勵
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