Financial Planning Consultant
1 week ago
Senior Unit Manager & Associate Wealth Management Director MDRT Member | COT Member 2024 | As We grow, you GLOW We are cultivating… Key Responsibilities 制定客戶導向的財富管理方案 協助根據客戶目標、風險承受能力及市場環境,參與制訂個人化財務規劃。 進行業務與市場分析 審視客戶投資組合、追蹤金融市場動向及解讀宏觀經濟數據,從而提出可行建議並提升財富顧問服務成效。 支援戰略規劃與實施 透過發掘市場機遇、優化客戶管理及協助推動方案實施,協同團隊推進業務增長計劃。 具備專業演示與報告能力 製作適用於內部工作及客戶交流的中英文報告材料、財務模型及建議書,展現分析與表達兼備的專業能力。 提升客戶關係管理技巧 學習商業談判技巧,協助維護長期客戶關係,確保持續提供優質服務。 參與持續專業發展 參加系統化培訓課程,內容涵蓋金融產品知識、財富顧問框架及跨境商業條例。 What We're Looking For 金融、經濟、會計或相關領域優先,學士學位或以上 接受Local/IANG/高才/優才人士申請 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓 擁有內地背景,能夠與內地客戶有效溝通,有意向發展內地市場 對金融服務行業有濃厚興趣,願意提升自身專業能力 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力 具備專業分析和團隊協作的能力 What We Offer Full-time Program ☑️每月津貼丨佣金方案及年終獎金丨專業資格認證 ☑️彈性工作制度丨公司贊助旅行丨醫療及其他保障 ☑️業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃 Internship Program ☑️頒發實習證書 ☑️協助考獲2張專業牌照 ☑️擁有實習轉正通道 About AIA 友邦保險今日的業務成就可追溯至1919年逾一個世紀前於上海的發源地。作為最大的泛亞地區獨立上市人壽保險集團 ,至今覆蓋亞洲18個市場 ,穩佔領導地位。 友邦致力透過提供不同的產品,為各社區帶來顯著的正面影響 。在《財富》雜誌的2022年「改變世界的公司」榜單名列首十位。 AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾3倍 ,總資產值達3,260億美元 ,為恆生指數第二大成分股 。 香港及澳門MDRT會員人數第18年排名第一 About Challenge District AIA Challenge District 在14年間培養出最多的 MDRT(百萬圓桌會) 會員,並且是整個AIA唯一連續4年獲得“最傑出區域”稱號的區域。 Challenge 的宗旨是協助有抱負的年輕人才,發展他們的職業道路。利用跨境金融、法律、稅務等行業工具,為員工帶來全方位支持。 國際化團隊 ,團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等不同專業,為本地及國際客戶提供多元且專業的咨詢服務。 團隊資源共享 ,打造良好的工作氛圍。 About Team Leader - Nic Chan , 財富管理副總監,帶領CL NIC團隊。 連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。 於2013年在 AIA 任職後成為MDRT終身會員。 他獲得了精英卓越顧問 及黃金級卓越營業單位主管 稱號。 團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。 有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。 #J-18808-Ljbffr
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