財務策劃經理/財務策劃顧問

Name: Kevin Lo
Price range: $$

此資訊已過期，不保證資訊準確性更新於: 2008-07-02 刊登者: Kevin Lo

詳情內容

Phillip Securities Group
Our company is a major stock brokerage in Hong Kong. In addition, we offer a wide range of financial products and services. We also have partnered with major fund houses and financial services providers to offer personal financial planning solutions. Our research and IT systems are regarded as one of the best in the industry. The asset management arm of our business is headed by a team of highly-regarded portfolio managers.

The major advantages we have: - well-known brand name in Hong Kong and Southeast Asia- full range of financial products and services, e.g. stocks, funds, derivatives, asset management, IPOs- an extensive branch network throughout H.K., Kowloon & N.T.- top-notch research- innovative IT and CRM systems- attractive compensation packages- comprehensive training programs

To cope with business expansion, we are actively seeking those who aspire to excel in the finance industry. Advisors from other brokerages, banks, IFAs and life insurers are also encouraged to join us. Professionals from the sales and marketing industries are welcomed as well.

Major responsibilities include:
- Provide clients with our full range of financial products and services
- Conduct financial planning and portfolio analysis
- Customize investment solutions for different clients
- (for manager levels) Managing and leading a team of advisors

Here are what we can do for you:
- Attractive compensation packages & commission scale
- An extensive branch network in Hong Kong, Kowloon & New Territories
- Potential client appointments via telemarketing
- Marketing and promotion events, business opportunities from capital-investment immigrants
- Marketing, promotion and exhibition events in China
- Investment seminars featuring major fund houses, our research department and renowned speakers
- Ongoing training on product and selling skills
- Fast-track promotion opportunities to senior managerial positions

Our Requirements:
- Form 7 or above, with finance, investments, insurance and financial planning backgrounds preferred
- Positive attitude, presentable and desire to succeed
- Passed IIQAS Exams I, II, III, V, MPF and/or SFC Papers 1, 7, 8, 9 will be an advantage
- Fresh graduates with strong commitment may also apply
- Advisors from other IFAs and insurers are particularly welcomed

Interested parties please send your application via Quick Apply or forward your CV to our Senior Vice President, Mr. Kevin Lo: [email protected].

All data collected will be used for recruitment purposes only and will be destroyed within one month. Only shortlisted candidates will be notified.

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