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Job Title:  財富管理及保障分析經理(長期有效)     
Provided Salary:   At least 25000 Work Type:   Full-time
Education:   Bachelor Work Place:   Macao China
Number Of Vacancies:   1 Work Experience:   5 years
Updated Date:   2023-02-27 Job Type:  
Certification Requirements:  

Position Requirement:



  1. 為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,全球基金投資等,檢討現有理財計劃及時處理保險索價。
  2. 不斷學習財富管理方面的知識,爲客戶提供最新的市場訊息。


  1. 持有澳門居民身份證

  2. 本科畢業或以上

  3. 工作經驗五年或以上



  1. 入職特別津貼HKD20,000-HKD50,000,業績花紅、持續業績分紅

  2. 公積金,低息置業買車買樓貸款,團體醫療福利,車位津貼,退休金,海外旅遊等
  3. 全面的培訓課程,以致專業發展
  4. 合適的應徵者將與友邦簽署業務代表合約快速的晉升機會;表現優秀者將有機會在12個月內晉升至管理階層



  1. 國際財務資格認證銜接(RFC

  2. 全線IT技術配套

  3. 後勤秘書服務

  4. 免費客戶投資講座

  5. 註冊金融分析師(CFA)金融市場每週分析報告



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