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Job ref no.: CT3114387-01#8049

理 財 策 劃 主 任 / 經 理 Financial Planning Officer / Manager

Besteam Consultancy

入職要求:

  • 中五程度或以上程度
  • 一年以上前線銷售及客戶服務工作經驗 (歡迎應屆畢業生)
  • 有意投身理財策劃及組織團隊發展
  • 能操流利廣東話、具普通話及英語基礎
  • 良好的溝通及表達技巧

工作範圍:

  • 分析及評估客戶的理財狀況
  • 為客戶提供廣泛的理財計劃
  • 與客戶持續維持互信與良好關係
  • 擴闊客戶群以拓展事業

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More job information
Job ref no. CT3114387-01#8049
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Middle management level
Education
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip