Responsibilities:

• Focus on the Mainland China market.

专注在中國內地市場

• Plan and participate in various types of promotional activities.

策劃及參與不同類型的推廣活動

• Build and manage a professional financial planning team.

建立及管理專業財務策劃團隊

• Provide professional financial advisory services to clients.

提供專業於為客戶提供專業理財咨詢

• Expand new client relationships, including wealth inheritance, corporate succession, and estate planning.

拓展新客戶關系財富承傳，企業傳承，規劃遺產的計劃

• Offer wealth protection and growth strategies for Mainland Chinese clients and those with Mainland backgrounds residing in Hong Kong. This includes advice on insurance, retirement planning, offshore trusts, global fund investments, overseas property purchases, etc.

為在港大陸背景客戶及大陸客戶提供財富保障及財富增值方案的建議，包括：保險、退休計劃、離岸信托、全球基金投資、海外房產購置等

• Maintain good communication with clients and handle insurance claims and financial planning services promptly.

與客戶保持良好的溝通，及時處理保險賠償以及理財策劃服務

• Collaborate with the team and platform resources to jointly expand the Mainland China client base and cooperative network.

參與團隊平台資源配合，共同拓展中國大陸客戶及合作網絡

• Continuously learn about wealth management to provide clients with the latest market information.

不斷學習財富管理方面的知識，為客戶提供最新的市況信息

• Engage in personal interests and hobbies for ongoing self-improvement.

不斷在個人興趣及業余愛好方面增值
Requirements:

• Must possess relevant qualifications/certification (e.g., insurance license).

需要有从业资格证 /保险证
工作類型: 全職
薪酬： $8,000.00至$15,000.00（每月）
補充薪酬：

• 佣金