Search Results: 41 职位空缺
...fined and structured promotion path, enabling fast track to higher positions; ▪ Continuous personal development including IIQE, CFA, CFP or AFP qualifications with examinations resources;
Well-developed on-job-training;
Group medical and life insurance;
Agent ...
...siness lines of domestic financial institutions;
Those holding professional certificates such as CFA Chartered Financial Analyst, CFP International Financial Planner, and CPB Private Banker are preferred;
Good command of written and spoken English & Chinese (incl...
HKD 18k - HKD 38k /月
...Medical Coverage and other Career Benefits
專業在職培訓 / Professional Training Program
良好發展及晉升機會 / Excellent Career Prospect
贊助考取CFP及CFA / Subsidy for CFP and CFA
入職要求 Requirements:
積極主動, 有上進心及良好溝通技巧
大學畢業
Attractive package, comprehensive training progr...
...(Regulated Activities; Types 1 & 4)
Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
CFP, CFA or equivalent qualifications will be an advantage
Fulfillment of requirements under the Enhanced Competency Framework prefer...
...g and promotion activities, if needed
Requirements
~University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
~Holders of CB Professional Qualifications and/or Awards will be preferred
~Experiences and proven track ...
...g and promotion activities, if needed
Requirements
~University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
~Holders of CB Professional Qualifications and/or Awards will be preferred
~Experiences and proven track ...
...理財方案 。
--保險理財企業家-- 入息豐厚 / 無本創業,年薪百萬不是夢
擴展機會 / 3年內晉升管理層,創建自己的代理企業團隊
工作價值 / 為客建立經濟保障,財富增值傳承,對社會褔利發揮積極影響
由專業認可財務策劃師CFP, MDRT會員以教練式指導,追求專業及卓越
由AXA專業學院提供超過100項專業銷售及管理課程,在事業旅途上持續得到培訓
代理最具創新,全面競爭力的保險理財產品,包括MPF,一般保險
可獲公司派發客戶及定期ROADSHOW開拓客源.
特長新...
...es and customer-oriented with good communication skills;
Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
Proficient in both spoken and written Chinese and English, fluent in Putonghua is a must.
...
...ritten and verbal communication skills as this position deals directly with key client families and legal and tax advisors.
CTFA, CFP preferred.
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
~ Fortune World's Most Admired C...
...ersonal, negotiation, communication and analytical skills
Proficiency in English, Cantonese and Putonghua
Qualification in CFA/CFP/CFMP is an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for custom...
... 策 劃 -----------
豐厚入息 / 年薪百萬事業、收入無上限
工作意義 / 為客戶建立經濟保障、財富增值
晉升機會 / 立志 晉升管理階層、建立團隊、永續經營
個人成長 / 廣闊社交圈子、專業成長考取 CFP
由專業'認可財務策劃師CFP', 百萬元圓卓會會員親自指導 , 以達致專業及實戰培訓
由AXA專業學院提供超過100項專業銷售及管理課程, 在事業旅途上持續得到培訓
最具創新、競爭力及全面的保險、多元化基金產品
將可獲公司派發現有客戶 , ...
...irements
University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requiremen...
...e in Relationship Management, preferable with connections in HNW clients
~ Degree holder in Finance or related disciplines, CFA or CFP preferred
~ Pass in HKSI licensing examination
~ Good communication in sound knowledge in investment products
What you need...
...ence in management and working in large-scale cross-functional teams
- Qualifications in IIQE/ HKSI related areas are required
- CFP/CFA qualification preferred
- Strong strategic, commercial, and technical communication skills. Proficiency in both English and Ch...
... as good PC skills
Proficient in both written and spoken English and Chinese
Holders of SFC (Type 4) & MPF licenses is a must, CFP membership preferred
We offer competitive remuneration package and comprehensive fringe benefits to the right candidates. Inte...
...Minimum 5 years’ experience in handling affluent customers
~Pass in HKSI and IIQE Licensing Examinations
~Preferably with CFA or CFP qualifications
~Possess qualifications of ECF-RWM would be an advantage
~Strong sales driven and result-oriented
~Proficiency ...
...unication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. JD, CTFA, CFP strongly preferred. Complimentary professional designations a plus.. BNY Mellon is an Equal Employment Opportunity/Affirmative Actio...
...(Regulated Activities; Types 1 & 4)
Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
CFP, CFA or equivalent qualifications will be an advantage
Fulfillment of requirements under the Enhanced Competency Framework prefer...
... welcome;
Holders of IIQEs (1, 3, 5) qualification with 2 year(s) work experience is preferable;
Holders of HKSI (1, 7, 8) and CFP qualification with related experience could be considered as a Team Manager.
We Offer：
Attractive remuneration including allo...
...ee holder with 8 years+/- relevant investment counselor & advisory/ portfolio management
Holder of a Certified Financial Planner (CFP) certification or Chartered Financial Analyst (CFA) designation is preferred
Proven capability in identifying and communicating c...
