Financial Consultant

Global One Life Insurance Agency

HK$3.4-6.2K[月薪]
混合办公 - 達義1-3 年經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 月度獎, 員工表彰計畫, 獎勵機制, 季度禮物

  • 健康保險

    健康保險, 人壽保險, 健康維護組織

  • 額外福利

    退休計畫

  • 工作生活兩不誤

    彈性時間, 居家辦公

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簡介

  • Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
  • Analyze clients' financial data and goals.
  • Provide tailored investment and savings strategies.
  • Monitor market trends and economic conditions.
  • Develop comprehensive financial plans.
  • Maintain client relationships and offer ongoing support.
  • Assist clients with retirement and estate planning.
  • Stay updated on industry regulations and compliance.

職位要求

  • Educational Qualifications: Bachelor’s degree in any course or field.
  • Experience Level: No prior experience required; entry-level candidates encouraged to apply.
  • Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth-oriented mindset.
  • Working Conditions: Work from home set-up, flexible hours.
  • Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
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Ganit Jamewel

HR OfficerGlobal One Life Insurance Agency

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工作地址

Bonifacio High Street. Taguig, Metro Manila, Philippines

發布於 23 June 2025

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