Premium Financing HNW Advisor
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ACT PRIVATE
ACT PRIVATE
岗位职责:
Premium Financing Advisor / specialist/ HNW(Greater Bay segment) IANG TTPS QMAS welcome Job Highlights: Profound Development Opportunities Attractive Reward Scheme Will Be Offered Promising career prospect with structured career Job Description: WHAT WE OFFER: Provide professional wealth management planning to individual clients for their asset portfolios, medical and life insurance, retirement scheme, investment, etc. Provide benefits to corporate clients such as MPF, Group Medical, Business Insurance, etc. Maintain a high-quality standard relationship with our existing clients Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines WE EXPECT FROM YOU: Minimum 1 years relevant experience in financial or banking industries Strong client network and good interpersonal communication skills Good knowledge in wealth management products; Sales-oriented with good relationship building and customer service skills Good command of written and spoken English and Chinese (including Mandarin) Candidates with experience will be considered as of Wealth Management Manager Company Overview: ACT Private Limited provides service in particularly areas of financial planning, global investment, asset protection, tax planning, portfolio management, and family office services tailored for high net worth investments
融资顾问 / 财富管理规划師 2026-02-05
20K~50K/月 中西区 硕士 应届生
财富管理经理 2026-02-05
20K~50K/月 中西区 本科 不限
财务策划(香港毕业) 2023-07-10
10K~20K/月 香港特别行政区 本科 不限
家庭财务规划顾问 2025-03-10
面议 油尖旺区 本科 不限
财富管理经理 2024-07-24
15K~50K/月 油尖旺区 其他 不限
财富规划经理 2025-09-15
30K~50K/月 观塘区 其他 不限
财富管理经理/高级财富管理经理/副财富管理总监/财富管理总监 2025-03-18
30K~80K/月 油尖旺区 本科 不限
证监持牌代表 2024-07-24
15K~50K/月 油尖旺区 本科 不限
财务规划师 2025-04-07
15K~25K/月 香港城区 本科 不限
大湾区财富规划顾问 2025-03-28
18K~28K/月 油尖旺区 本科 1年
企业营业执照已通过 平台认证
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