MPF and EB Expert Trainee
7 days ago
GUM, a pioneering boutique consulting firm in the Health and Wealth Industry, has re-started our brands as an expert in providing MPF solutions and financial consulting services for over 42 years of market experience. We are dedicated to giving you more inspiration, wealth, and happiness.
Fast-Learning Environment
We create a dynamic and open work environment with a simple organizational structure that facilitates constructive feedback and guidance. Our fast-learning environment encourages learning through practice by innovating methods to resolve client inquiries. This atmosphere is conducive to employee autonomy and team performance where new ideas will be tested by trial and error and staff will be equipped with the necessary skills for uncertainty.
Teamwork and Collaboration
We believe that a mutually supportive and high tolerance for failures atmosphere fosters employee growth and development. In this environment, people-oriented elements are immersed into our culture by proactively encouraging the exchange of knowledge and ideas, inheriting experience from veteran experts, and promoting self-initiated learning. We provide ample opportunities and sufficient career mobility to shape job capabilities and cultivate work-specific skills.
Program Overview
The Relationship Management Trainee Program is an accelerated program lasting 18-24 months. It enables professionals within three years of experience to embark on their professional consulting careers. Candidates join the program as a Consulting Associate and are promoted to Assistant Manager level upon graduation. The program consists of three stages, each lasting 3-6 months or longer, with corresponding key performance indicators and salary increments in each promotion.
About the Role
This role involves fostering long-term customer relationships and conducting proactive communication with corporate clients. You will demonstrate eagerness for self-improvement and accumulate experience through peer-learning. Service client portfolios from diversified industries and strategic plans over corporate and individual customers on their retirement planning and employee benefits arrangement. Understand customer needs and provide tailor-made solutions as a consultant, explore new business opportunities, and retain good relationships with our clients. Possess strong analytical and business development skills with sound knowledge of pension and financial products. Work with senior management to conduct client meetings, webinars, and conferences to provide mass financial education.
What We Offer
You can expect a detailed guideline and specified deliverables for each stage of development. Your placement on Corporate Sales and Employee Service team will equip you with B2B and B2C experience accumulated through technical knowledge immersion and progress achievement. You will be assigned to a team that is responsive to your inquiries and supportive of your career development. We offer comprehensive fringe benefits including annual leaves, medical and dental coverage, training and licensing examination support, family-friendly policy, and flexible working policy.
About You
Preferrably, you have 1-3 years of working experience; fresh graduates are also welcome. A degree holder in any discipline is required. Good interpersonal skills, detail-oriented, self-motivated, dedicated, enthusiastic, energetic, and reliable. Excellent presentation and communication skills in both Chinese and English are essential. Strong computer skills including MS Word, Excel, and PowerPoint are necessary.
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