不拘一格的用人機制
只有你有能力、有貢獻，符合我們的用人理念，認同我們的企業文化，集團將破格提拔，委以重任！
工作價值和成就感
我們尊重每一位員工的勞動成果，不論職位高低。快樂的工作、客戶滿意是我們共同的目標！
高端的培訓體系
豐富的內部培訓課程、國際知名供應商培訓、國際頂尖專家團隊和培訓機構合作、以及海內外行業交流是我們獨一無二的平臺優勢，讓你贏在起跑線上！
自己就是創業者
打造世界金融帝國是我們的夢想！如果你是有激情、有抱負、有夢想之人，並且能夠跟隨我們用心付出、共同奮鬥， 沃富良田必能圓你百萬年薪夢想，帶你一同實現宏偉藍圖！
| 職位 | 工作地點 | 詳細 |
|---|---|---|
| 財富管理經理 | 香港 | 查看詳細 |
財富管理經理職責:● 定期提供培訓予銷售團隊以增強保險及投資知識 ● 銷售指導、提供高質營銷輔助材料及咨詢服務予銷售團隊 ● 統籌中國市場營銷活動以發展財富管理業務 ● 為轉介的高淨值客戶提供專業理財建議 ● 維繫合作夥伴、現有和潛在客戶關係及業務開發 ● 經常到中國內地出差 要求: ● 商業，金融，經濟學或相關專業本科以上學歷 ● 3年以上財富管理經驗 ● 持IIQE 1, 3, 5 或同等專業資格 ● 良好人際交往，溝通和組織能力 ● 强烈的中國市場開發激情 ● 熟悉金融市場及各類理財產品 ● 融匯貫通各類金融、保險及投資方案 ● 優秀國語 Wealth Management (Business Development) ManagerResponsibilities:● Develop and conduct regular trainings to enhance insurance and investment knowledge of the sales force ● Supervise and manage high quality marketing support materials for sales and product enquiry services for sales force ● Co-ordinate comprehensive marketing activities in China to grow wealth management businesses ● Provide wealth management solutions to high-net-worth clients referred ● Manage and further develop relationships with business partners, existing and potential clients ● Frequent business travels to China Requirements: ● Degree holder in Business, Finance, Economics or related disciplines ● 3 years above experience in wealth management services ● IIQE 1, 3 & 5 or equivalent qualification ● Excellent interpersonal, communication and organizational skills ● Strong desire to develop China market ● Expert at financial market and investment products ● Hands on manager of various financial, insurance and investment solutions ● Proficiency in Mandarin speaking |
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| 客戶服務/營運主任 | 香港 | 查看詳細 |
客戶服務/營運主任職責:● 與服務供應商及保持聯繫，處理日常營運工作 ● 支援銷售團隊處理保單申請 ● 新單跟進及處理客戶保單服務 ● 處理行政工作，如資料更新、紀錄管理、文件及信件預備等 ● 處理突發客服事務 要求: ● 1-3年保險行業經驗，有營運及客服經驗更佳 ● 持IIQE 1, 3, 5 或同等專業資格 ● 良好廣東話、普通話及英語 ● 熟悉MS Office操作，包括Word, Excel, Power Point, Outlook Customer Service / Operation OfficerResponsibilities:● Liaise between insurance providers and representative offices to streamline daily operations ● Provide application support to sales and wealth management team ● Assist in new business processing & Handle policy servicing enquiries ● Manage administrative tasks such as information update, record maintenance, document preparation and letters issuance ● Perform ad hoc assignments and projects if necessary Requirements: ● 1 – 3 years relevant working experience in insurance servicing industry, operation and customer service experience is highly preferred ● Qualifications in IIQE paper 1,3,5 preferred ● Excellent written and spoken Cantonese and Mandarin, English ● Proficient in MS Office including Word, Excel, Power Point & Outlook |
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| 環球研究分析師 - 投資研究部 | 香港 | 查看詳細 |
環球研究分析師 - 投資研究部職責:● 跟蹤環球宏觀經濟、財政政策、貨幣政策的變化，考慮經濟因素對各大企業和基金表現的影響，及時提交予投資研究負責人進行重大消息點評與策略預警；於短時間內發出市場研究報告 ● 持續更新市場發展動向；對新投資產品進行分析，發掘相應的投資機會 ● 對基金經理進行盡職調查，清晰基金的定位、風險和收益，並向團隊提出建議 ● 與中國研究部門緊密合作，制定投資策略 ● 參與及支援中國內地的營銷活動，如投資座談會、路演等 要求: ● 金融、經濟或相關本科或以上學歷 ● 兩年以上環球市場分析經驗 ● 良好人際交往，溝通和組織能力 ● 操流利國語及英語者優先 Research AnalystResponsibilities:● Perform Global market research and consider how the economic implications of factors might affect the performance of companies and funds; issue market report in short period of time ● keep up-to-date with market developments, new investment products and all other areas that can affect the markets ● meet and perform due diligence to fund managers and making recommendations to fund managers, position ideas and articulate to the fund manager about the risk or payoff for each recommendation ● Work closely with the Research Department in China to formulate investment strategies ● Participate and support the marketing activities in China, such as investment seminars, roadshows, etc. Requirements: ● Degree holder in Finance, Economics or related disciplines preferred ● 2 year solid experience in global investment research ● Excellent interpersonal, communication and organizational skills ● Fluent in Mandarin speaking and English is a plus |
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