Financial Consultant
Financial Consultant
Job Overview
Location
Kwun Tong
Job Type
Full Time
Salary
$20,000 - $25,000 Monthly
Date Posted
2 days ago
Additional Details
Job ID
32229
Job Views
3
Job Description
Responsibilities
負責客戶財務分析與評估工作, 收集客戶的收入、支出、資產、負債等財務數據, 評估其風險承受能力與理財需求; 制訂綜合理財方案, 針對客戶目標,如置業、退休、子女教育基金等, 量身定制涵蓋投資、保險、稅務及遺產規劃的方案; 風險管理與保險規劃, 評估客戶個人或家庭的風險缺口, 提供人壽、醫療、危疾及財產保障等建議
Requirements
Secondary 5; Fluent Cantonese ; Fair Putonghua ; Fair English ; Able to read & write Chinese ; Able to read & write simple English ; -
Employment Terms
Basic Salary with Commission around $20,000 - $25,000 per month, with Promotion Opportunity and On-the-job Training, Mon to Fri: 10:00AM-6:00PM, 5 working days per week, 8 working hours per day, (職務涉及銷售金融/保險產品)
How to Apply
Job seekers may fax(21177777)/ e-mail(kelvintam2020@gmail.com) resume to LIFE INFINITY CONSULTANCY COMPANY. To obtain a copy of Personal Information Collection Statement, please contact MISS WU by Tel: 60303033.
Remarks
-
Source: Labour Department Interactive Employment Service
Data Source: Labour Department, The Government of the Hong Kong Special Administrative Region. This job listing is automatically synced from the Interactive Employment Service.
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