Financial Consultant 理財顧問

3 days ago

Kowloon, Hong Kong SAR China AXA China Region Insurance Company Limited Full time

年輕、富有夢想的團隊，助力每個同事職業成長，培育未來精英領袖頂尖區域總監直屬團隊，20年 從業領袖親自帶領， 針對性切身培訓，數碼科技提供多元化全方位的支援，完善的報酬及晉升制度 。 Overview Distribution Private Wealth Management managers play an important role in our efforts to continually enhance our performance for customers and provide the highly valued products and services . Our team seeks for attracting high-calibre talent by offering a flexible working environment and unlimited career development opportunities . This position focuses on personal wealth management and financial services. Our comprehensive wealth management initiatives are tailor made for both our high-net-worth and mass integrated account customers . With more than 2 million individual customers , we serve approximate half of the population in Hong Kong while offering an extensive range of products to our valued customers. Key Responsibilities and Duties Tailors Investment Strategies for Clients, Identifying Objectives and Constraints Learns Team Management through Utilizing the Full Capabilities of the Organization Reviews Client Information, including Financial Statements & Risk Investment Profile Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services Gains Exposure to Every Facet of Wealth Management , Liquidity Management and Ongoing Relationship Management Client Base provided Quarterly Bonus and Year End Bonus Initial training and On-Job training providedTransparent Career Path to Management Level Life and Medical Insurance Benefits We offer attractive benefits packages and excellent career development opportunities. Contact Please contact Mr CHOI at if you have further inquiries. Requirements University level education HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience Company Overview AXA Hong Kong and Macau is part of the AXA Group, a leading global insurer in 54 markets, serving 105 million customers worldwide. We provide integrated solutions across Life, Health, and General Insurance, aiming to be a holistic wellness partner for individuals, businesses, and the community. Equal Opportunity Employer As an equal opportunity employer, we promote Diversity and Inclusion, fostering a culture where everyone can reach their full potential. #J-18808-Ljbffr

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