Search Results: 5 vacancies
...nd 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 Bonus P...
...nking, business or related studies, holding a fund practitioner qualification certificate or financial planner certification such as AFP, RFP, CFP is preferred;
~ Has 5 years or above relevant experience in family office, private bank or insurance industry, especiall...
...验,特别是在境内外高端产品的销售和服务;
3、对全球投资产品( 如基金、债券、股票等)有深入理解,具备评估和销售海外金融产品的能力,团队有办理投资移民经验;
4、英语流利,口语和书面表达能力强,能有效进行商务交流;
5、持有基金从业资格证书或金融规划师认证(如AFP、RFP、CFP)优先考虑;
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data...
...te surprises at the client meeting through ongoing communication and informal touch points
• Manage to the Account Financial Plan (AFP) for fiscally responsible and delivering to the Service Level Agreement (SLA), thus avoiding penalties
• Run a daily ops call to e...
...erence letter
Final-year/ PG student will be considered as Graduate Trainee after Internship
Comprehensive induction training and high exposure to client-facing opportunities
Continuous personal development IIQE, CFA, CFP or AFP with examination sponsorship