Assistant Financial Planning Manager / Financial Planning Manager Manulife
Manulife, Hong Kong's Best Company for Financial Planning Excellence*!
Our Mission: Caring and Professional
Our District - Kelvin Wong, FChFP, Senior District Director, successful in Insurance & Financial Planning Industry. Over 30 years experience in Manulife, achieving numerous industry awards.
Our vision: To develop a Professional Financial Planning Team.
Our Team Leaders & Members Have Following Professional Qualification:
CFPCM - CERTIFIED FINANCIAL PLANNER CM
CPA - Certified Public Accountant
FLMI - Fellow, Life Management Institute
FLUTC - Life Underwriter Training Council Fellow
Assistant Financial Planning Manager / Financial Planning Manager
If You are/have
* Form 5 & above (Full Cert with 5 subject passes), degree holder is preferable.
* Currently working in bank with at least 1 year sales experience, preferably as frontline sales or customer service.
* Immediate past annual income not less than HK$150,000
* Possess IIQAS license and/or SFC license, other professional designation is preferred
* Mature & possess good interpersonal skill.
* Caring, initiative, outgoing, self-disciplined & commitment to success
Job Descriptions
* To provide comprehensive financial strategies to client including Risk Management, Wealth Management and retirement planning.
* To develop corporate accounts in employee benefits including MPF and Group Medical Insurance
We Offer
* Monthly allowance up to 12 months in the first contract year
* No-ceiling monthly bonus + special bonus + Year-end Bonus
* Fast-track promotion program to Unit Manager
* Comprehensive and continuous professional training
* Oversea trips and conventions
* Life & medical insurance, special retirement plan
To Apply
Please contact : KEN HO / NANCY TAM
By e-mail : kenho.team@gmail.com
Direct no : 2835 6080 / 2835 6027
Mobile no : 9430 3606 / 9256 6328
06.27
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Label:
Banking and Finance
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