Job Overview
Generating and identifying opportunities to provide services to new and existing clients
Providing objective, holistic, tailor-made financial and protection solutions to clients.
Including – protection, MPF, mutual funds, securities, international properties, retirement and mortgages
Analyze different scope of solutions and keeping up-to-day in the market
分析市場各種財務策劃方案，提供客觀/全面/量身訂製的建議給客戶群
持續檢測現有客戶的計劃成效及跟進不同時段之需求，發掘新業務可能及新客源
The successful candidate will have the support of team and administrators and the opportunity to progress. Regular training is in place to ensure the team is up to date with both regulatory news and legislation.
Requirements:· Strong networking skills and ability to establish relationships with clients
· Desire to grow and develop as a professional
· Research and analytical skills
· Self-motivation and organization
· An ethical and professional approach to work.
Benefits:
Monthly Allowance from, Attractive commission package + comprehensive fringe benefits
Interested parties please send your RESUME with availability to hr@convoyglobalhk.com
Job Detail
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Career LevelExecutive
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INDUSTRYFinancial Services