工作範圍
提供全方位理財概念包括:
投資組合管理(當中包括股票基金、債券基金及貨幣基金等等)
留意及分析全球政治及經濟走勢(我們的專家教您如何分析)
娛樂消費管理
退休管理
風險管理
解釋及分析上述資料,然後了解準客戶的需求,從而達到客戶理想財務安排。
入職要求
大學學位或中五學歷(必須有工作經驗)
中國大學畢業生或新移民皆可以申請
擁有個人分析及處事能力及良好人際關係
思想成熟及擁有比別人強的心態
願意發展個人事業及團隊(經理合約)
我們提供
全澳最高入職報酬(因為我們提供六個收入,令我們容易達到年薪HK$50萬-HK$100萬)
有收入證明者,可提供額外報酬
有銀行工作經驗者,有額外報酬配套
資深特許財務分析師(CFA)每日分析報告,以助我們了解全球最新經濟及政治動向
國際專業培訓課程以助您擁有國際認可專業資格(RFC, CFP, CFFP, FRM, CWM, CFA)
見客機會以助您熟習投資策略分析
全澳最快升職制度及最高經理利益制度
員工福利包括免費海外旅遊會議及團體醫療等等
全城最佳見客演繹培訓
最重要是:我們教授您一套一定成功的方法
All-round Financial Planning Officer / Manager
A worldwide financial group operating in 22 countries and had its funds under management of US $597 billion (HK$4,656.6 billion) as of June 30,2014 is seeking high caliber people with career-minded and winning attitude to cope with their expansion. Therefore, we’ll offer the highest benefits to the right candidates in comparison to the market.
Real cases:
1. How a young person becomes a millionaire after he entered our financial industry.
2. How a retired banker entered our financial industry at the age of 62, exercised his expertise entirely and became a “Star” in our field.
3. How a high management level person in the entertainment field changed his career into our financial industry and became an MDRT Member (an international recognized designation) for 15 consecutive years!
JOB DUTIES:
Explain the All-round financial concept including:
Portfolio Management (Selection of Equity Fund, Bond Fund and Currency Fund etc….)
Observe and analyze the trend of political and economic situation in the world (Our financial specialist will lead you how to analyze and operate the investment portfolio)
Leisure expenses management (Our expert tells you how to maximize the benefits of what the client spends)
Retirement Management (Pay less but receive more in the long run)
Risk Management
Explain and analyze the above information, understand the needs and wants of the potential client and then provide a solution to him / her.
REQUIREMENTS:
Degree holder or Form 5 above with working experience
Fresh graduate & candidates from China are welcomed
Able to work independently with strong interpersonal skills
Mature and eager to win
Willing to develop a long term career
WE OFFER:
The highest benefits in town ( Annualised income = HK$500,000 to HK$1,000,000)
Special income package for those who have working experience with valid income proof
Candidate with banking experience will have a special banking package
Daily report from our experienced Chartered Financial Analyst (CFA) in analyzing the latest economic and political situation all over the world
Comprehensive Professional Training including sales & marketing training which makes you fully understand the all-round financial planning process and achieve the professional designations such as RFC, CFP, CCFP, FRM, CWM, CFA etc..
Appointments to meet potential clients to enhance your practice in strategic investment analysis
Special Promotion Scheme with highest benefit in town
Extensive fringe benefits such as free overseas conference, travel incentive & medical package etc.
Most importantly, we would teach you a “Sure Win” method to develop your career successfully