Requirements:

• Bachelor degree holder or above in any disciplines (preferably in Finance, Business and Economics discipline)

• Fresh graduates are welcome

• Good command of both written and spoken English and Cantonese. Proficiency in Mandarin would be an asset.

• Good interpersonal skills, communication and negotiation skills,
  A presentable and persuasive person who can communicate and relate well to people.
  
  

• An excellent team player, energetic and enthusiastic.
  
  

• Eager to take challenges and ambition to build up his/her own career.
  
  

• Self-motivated individuals with mature mindset and positive attitude.
  
  Responsibilities:

• Explore client's needs with e-tools and establish comprehensive and strategic financial consultation to satisfy client needs.
  
  

• Acquire up-to-date financial management knowledge and financial solutions
  
  

• Monitor clients’ wealth management and investment portfolios, and propose retirement planning.
  
  

• Arrange corporate benefit schemes including business & key man risk management.  
  
  

• Maintain high quality after-sales services in order to develop a long term relationships with clients. And update clients with market news & strategy.
  
  

• Prepare business plan, presentation materials and other necessary corresponding documentation for business development activities.
  
  

• Cooperating with senior management for various projects and events to maintain clients’ relationship.  
  
  Benefits:

• Professional on-job training program including team-based mentorship, coaching and leadership workshop.
  
  

• Achieve professional qualifications.
  
  

• 1 year fast track promotion to Junior Management
  
  

• Attractive remuneration package
  
  

• Opportunities for overseas convention
  
  

• Year-end incentive bonus plus comprehensive fringe benefits
  
  
  
  
  
  Interested parties please click APPLY NOW and submit your full resume.
  
  Personal data collected will be treated in strict confidence and used for recruitment purpose only. Only short listed candidates will be notified.

A well leading financial institution in Hong Kong who serves their clients by steady performance and the highest standards of ethics, knowledge, service and productivity. With our solid and high quality consistency in Financial industry, our company is the market leader and holds Number One positions in Asia pacific region.  

Believing that it is not purely about the financial products, but the understanding of clients. We are devoted to provide insightful, objective and all-rounded solutions to clients, which can best fulfill clients’ needs and the most suitable protection.

Our trainee program is especially established for talented candidates to gain valuable experience and expertise in financial planning by connecting with experienced wealth management specialists, which allows you to explore your desired career. We are inviting high-qualified talents to join our professional team. If you have the determination to excel and the passion to success, join us now!