理財策劃經理 Financial Planning Manager / 團隊經理 Unit Manager At Insurance

Me2Works

Hong Kong, HK
Start-up bonus up to hk$16,000; promotion rewards ...
On-site
Analyze client financial needs
Provide wealth management advice
Maintain client business relationships
Me2Works is seeking a Financial Planning Manager/Unit Manager in Hong Kong, focusing on wealth management and financial advisory services. The role emphasizes building client relationships and managing a financial planning team, with various support and development initiatives

Job Summary

  • The role involves analyzing client financial needs and providing professional wealth management advice.
  • Candidates can join a new generation entrepreneur plan with exclusive commission structures and development support.
  • Successful applicants may receive up to HK$16,000 in start-up bonuses and rapid promotion rewards up to HK$70,000.

Matching Summary

Match Score: 85

Me2Works is seeking a Financial Planning Manager/Unit Manager in Hong Kong, focusing on wealth management and financial advisory services. The role emphasizes building client relationships and managing a financial planning team, with various support and development initiatives.

Salary

Start-up bonus up to HK$16,000; Promotion rewards up to HK$70,000; Exclusive commission structure

Skills & Requirements

Must-have

  • Analyze client financial needs
  • Provide wealth management advice
  • Maintain client business relationships

Nice-to-have

  • Entrepreneurial spirit
  • Team management experience
  • Interest in wealth management industry

Key Requirements

  • Bachelor's degree or equivalent qualification
  • Valid Hong Kong ID card or work visa
  • Experience leading teams for Unit Manager role

Work Rights

Must have HK ID card or valid work visa (IANG, Investment, Top Talent, etc.)

Tailored Resume

Cover Letter