Wealth Management Advisor
深圳康宏保险经纪有限公司
- 公司规模：150-500人
- 公司行业：金融/投资/证券 银行
职位信息
- 发布日期：2012-12-24
- 工作地点：深圳-福田区
- 招聘人数：若干
- 工作经验：一年以上
- 学历要求：大专
- 职位类别：投资/理财顾问
职位描述
Convoy Financial Services Limited
Convoy Financial Services Limited (CFS), the wholly owned subsidiary of Convoy Financial Services Holdings Limited (stock code 1019 HK) listed in Hong Kong Stock Exchange since July 2010, is the most well-established local independent financial advisory (IFA). We developed with the objective of providing professional and impartial financial planning services. Supported by over 1,200 dedicated financial consultants, Convoy has set the benchmark as the most sizable professional IFA team in Hong Kong. With objective and competent view, over the years, it has offered superb quality wealth management services to the people of Hong Kong by scheming tailor-made financial plans and reaping optimal returns from their investments.
In 2010, Convoy for 4 consecutive years received the “Hong Kong Best Company for Financial Planning Excellence (IFA)” from the IFPHK. Convoy is widely endorsed by clients for professionalism and independency. Over the years, we have offered the superb quality wealth management services to clients by scheming tailor-made financial plans and reaping optimal returns from their investment.
Wealth Management Advisor
Job Responsibilities:
？ To provide personal financial services to high profile clients
？ To perform precise financial need analysis
？ To work as a team and strive to meet team sales targets
？ To deal with wide range of financial servicing such as stock, funds, MPF scheme, Capital Investment Entrant
Scheme (投资移民), mortgage etc.
？ To establish relationship with and develop professional image to the prospects
？ To open and penetrate into the mainland market, bringing the professional and sophisticated financial
knowledge to the potential market
Key Requirements:
？ Degree holder, or above, with business or finance disciplines is preferred
Candidates with overseas experience is an advantage
？ Discreet and independent challenge-taker
？ Good presentation skill and language ability (Both Mandarin adn English)
？ A team player with ability to work under pressure
？ Enjoys achievement, challenges, personal growth and rapid changing environment
Benefits to New Hires:
？ Comprehensive on-job training and support
？ Promising career path is promised
Convoy Financial Services Limited (CFS), the wholly owned subsidiary of Convoy Financial Services Holdings Limited (stock code 1019 HK) listed in Hong Kong Stock Exchange since July 2010, is the most well-established local independent financial advisory (IFA). We developed with the objective of providing professional and impartial financial planning services. Supported by over 1,200 dedicated financial consultants, Convoy has set the benchmark as the most sizable professional IFA team in Hong Kong. With objective and competent view, over the years, it has offered superb quality wealth management services to the people of Hong Kong by scheming tailor-made financial plans and reaping optimal returns from their investments.
In 2010, Convoy for 4 consecutive years received the “Hong Kong Best Company for Financial Planning Excellence (IFA)” from the IFPHK. Convoy is widely endorsed by clients for professionalism and independency. Over the years, we have offered the superb quality wealth management services to clients by scheming tailor-made financial plans and reaping optimal returns from their investment.
Wealth Management Advisor
Job Responsibilities:
？ To provide personal financial services to high profile clients
？ To perform precise financial need analysis
？ To work as a team and strive to meet team sales targets
？ To deal with wide range of financial servicing such as stock, funds, MPF scheme, Capital Investment Entrant
Scheme (投资移民), mortgage etc.
？ To establish relationship with and develop professional image to the prospects
？ To open and penetrate into the mainland market, bringing the professional and sophisticated financial
knowledge to the potential market
Key Requirements:
？ Degree holder, or above, with business or finance disciplines is preferred
Candidates with overseas experience is an advantage
？ Discreet and independent challenge-taker
？ Good presentation skill and language ability (Both Mandarin adn English)
？ A team player with ability to work under pressure
？ Enjoys achievement, challenges, personal growth and rapid changing environment
Benefits to New Hires:
？ Comprehensive on-job training and support
？ Promising career path is promised
公司介绍
专业的背景
深圳康宏公司是一家由理财精英组成的专业第三方理财服务公司，立志为客户提供专业的、独立的、个性化的理财服务。
强大的平台
康宏理财服务有限公司成立于 1993年，是香港最大的IFA，在香港拥有约1400 名独立理财顾问，康宏理财服务有限公司在香港主板上市，股票代码为 1019 。康宏理财集团旗下除了康宏理财服务有限公司外，还有康宏证券服务公司、康宏资产管理公司。
康宏理财于2009年连续3年荣获[香港卓越财务策划公司大奖（独立理财顾问）]，以专业的理财服务和公司文化著称香港。凭借其专业的服务宗旨、强大的技术与知识平台、全球性的商业网络、人才济济的专业团队、独特的资产管理优势、 超过十年的理财服务经验，将国际标准的理财服务平台本土化，致力培养本地理财精英，为中国大陆引进专业的第三方理财服务。
深圳康宏公司不仅是一家专业的理财服务公司，更是一个有志从事专业理财服务人士的摇篮，我们不仅为理财师提供专业的培训、强大的产品平台，更为理财师的事业发展提供良好的晋升空间，目前公司已拥有一批精心培养的优秀理财师团队。
无穷的潜力
随着我国经济的迅速发展和个人财富的快速增长，个人对理财的需求迅速增长。而各金融机构也不断地推出各种投资理财产品，但是，仍有人抱怨中国缺乏投资理财产品，普通百姓缺少投资渠道。金融工作者面对如此眼花缭乱的产品却也苦于未能把握更多的有效客户。
正是由于这个背景，2004年，“国家理财规划师”被作为一种新型的职业资格。来自银行、保险、证券等金融相关专业人士首当其冲，甚至越来越多的有理财需求的市民，尤其是“家庭财务官们”都纷纷报名学习理财知识，以便更好地管理家庭财富，提升家庭生活品质，实现财务自由。专业理财呈现出巨大的发展潜力。理财师未来的发展有着巨大的空间。
深圳康宏公司是一家由理财精英组成的专业第三方理财服务公司，立志为客户提供专业的、独立的、个性化的理财服务。
强大的平台
康宏理财服务有限公司成立于 1993年，是香港最大的IFA，在香港拥有约1400 名独立理财顾问，康宏理财服务有限公司在香港主板上市，股票代码为 1019 。康宏理财集团旗下除了康宏理财服务有限公司外，还有康宏证券服务公司、康宏资产管理公司。
康宏理财于2009年连续3年荣获[香港卓越财务策划公司大奖（独立理财顾问）]，以专业的理财服务和公司文化著称香港。凭借其专业的服务宗旨、强大的技术与知识平台、全球性的商业网络、人才济济的专业团队、独特的资产管理优势、 超过十年的理财服务经验，将国际标准的理财服务平台本土化，致力培养本地理财精英，为中国大陆引进专业的第三方理财服务。
深圳康宏公司不仅是一家专业的理财服务公司，更是一个有志从事专业理财服务人士的摇篮，我们不仅为理财师提供专业的培训、强大的产品平台，更为理财师的事业发展提供良好的晋升空间，目前公司已拥有一批精心培养的优秀理财师团队。
无穷的潜力
随着我国经济的迅速发展和个人财富的快速增长，个人对理财的需求迅速增长。而各金融机构也不断地推出各种投资理财产品，但是，仍有人抱怨中国缺乏投资理财产品，普通百姓缺少投资渠道。金融工作者面对如此眼花缭乱的产品却也苦于未能把握更多的有效客户。
正是由于这个背景，2004年，“国家理财规划师”被作为一种新型的职业资格。来自银行、保险、证券等金融相关专业人士首当其冲，甚至越来越多的有理财需求的市民，尤其是“家庭财务官们”都纷纷报名学习理财知识，以便更好地管理家庭财富，提升家庭生活品质，实现财务自由。专业理财呈现出巨大的发展潜力。理财师未来的发展有着巨大的空间。