With continuous great success in Singapore, we are extensively expanding our coverage in Southeast Asia, especially Hong Kong. In order to cope with the rapid business growth, IPP has been seeking high quality individuals to join our Advisory Division in the role of Wealth Service Officer.

Job Responsibilities:

• Establish and maintain long term relationships with clients
• Provide comprehensive service and adjustment for clients’ wants
• Recommend suitable financial and investment solutions by analyzing clients’ financial needs  and goals including:
• Asset Allocation advisory
• Alternative investment portfolio
• Personal/Corporate risk management
• MPF Advisory
• Group and Employee Benefits Advisory
• Estate Planning & Trust Services

Job requirements: 

• Degree holder or above
• Mature mindset with a strong commercial orientation
• Independent, excellent communication and interpersonal skills
• Fluency in English and Cantonese, with Putonghua preferred

Benefits:

• 5-Days Work and attractive remuneration package including basic salary, commission and incentive bonus
• Professional training programme including mentorship support, investment and management workshop
• CFP, AFP or CFA examinations resources and support

Interested parties please send your resume to calivelam@ippfa.com.hk

IPP is a pioneer in comprehensive financial planning services in Singapore and Asia. We are specialists in investment, life and health insurance, retirement planning, overseas property , legacy planning and estate, business continuation planning, key owner/executive insurance, employee benefit planning, global funds, alternative investments, global property funds, health insurance and long-term care and comprehensive financial planning.

IPP has developed proven processes, systems and financial planning methodologies to advise and counsel clients on planning their financial future to achieve financial independence as well as lifetime financial security and success.

For details, please refer to our corporate website: https://www.ippfa.com/