Tuesday, November 11, 2008

Wealth Management Consultant Senior Financial Planning Manager - Hong Kong

Position Posted Senior Financial Planning Manager / Wealth Management Consultant11 Nov 08Business Development Executive / Agency manager / Senior Agency Manager11 Nov 08 Company DescriptionFortis is an international financial services provider engaged in banking and insurance. Fortis is ranked one of Europe’s top 20 financial institutions. As a member of the Group, Fortis Insurance Company (Asia) Limited (“FICA”) is one of the largest life insurance companies in Hong Kong. Combining global strength with local flexibility, FICA offers the Hong Kong market a diversity of financial protection products and wealth management services.

FORTIS IN BRIEF

Financial StrengthInternational financial services provider active in banking and insurance

Ranks among Europe’s top 20 financial institutions

No.20 in Fortune Global 500, based on revenues

Ratings of AA-by Fitch, A+ by Standard & Poor’s and Aa3 by Moody’s

Asset under management: EUR 422 billion

Market capitalization of EUR 41.1 billion (as of 29 June 2007)

To cope with our very fast expansion in Asian market especially in Hong Kong and mainland China, we are seeking high caliber candidates to join our Professional Agency Force for the following positions.

Senior Financial Planning Manager / Wealth Management Consultant Your Responsibility is to provide an overall financial solution to meet client’s needs in

Wealth Creation, Wealth Accumulation, Wealth Protection and Wealth Distribution
Asset Management
Fund Investment (Portfolio Management)
Risk Management
Retirement Planning
Saving Planning
Private Banking


Requirements:

Degree or Tertiary education
Relevant experience in banking or finance industry is required for the post of Senior Financial Planner Manager
Self-motivated, hardworking, focused and mature
Responsible and able to work under pressure
Selling experience from Banking or Insurance industry with proven track record will be considered offering special package
We offer attractive remuneration package to the right person:

Special monthly allowance package plus commission
Attractive welcome bonuses
Year-end incentive bonuses
Comprehensive medical coverage
Overseas convention
Retirement benefit scheme


Interest person please email your CV with expected income quoting the reference to recruit_elite@ymail.com or call Ms Ho 6629 3579

"Personal data collected will be used for recruitment purpose only."