Job Descriptions

1. Professional Financial Planning Services Provision to Clients

• Risk Management Planning
• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• Estate Planning
• PRC New Business Development

2. Team Management 

• Attempt Planning Strategies for Constructing Team
• Learn Recruiting & Managing Team
• Share Marketing Strategies in Team

3. Self Continuous Improvement

• Achieve Professional Destinations (MDRT, CFPCM, MBA, RFP, RFC, etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

Requirements

• Degree holder in all discipline (Fresh graduates will also be considered)
• Mature, self-motivated, hardworking and willing to learn
• Energetic and outgoing
• Good interpersonal and communication skills
• Fluent in Cantonese and English is a must, Mandarin is advance
• Experience in banking industry or background in mainland will be an advantage

Our Benefits

• 5-day working week
• Annual incentive & Year-end bonus
• Medical benefits
• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
• One year fast-track promotion program to Senior Manager / Assistant Unit Manager
• Excellent career path to management level
• Overseas trips and convention

We are a leading consultancy firm that specializes in recruitment of finance professionals. With our expansive network in the finance and banking industry, we strive to bridge the top jobs with the top candidates.

We are now helping several financial firms to look for talents.