Job Duties:

• Provide professional and comprehensive financial strategies to customer

• Perform in-depth research on portfolio, investment matrix, competitive analysis for global market

• Research and prepare financial plans on behalf of client as per their risk profiles and incorporating compliance requirement

• Maintain long-term and harmonious relationship with clients by providing professional and comprehensive financial services

• Develop and expand existing network through customer relationship management

Benefits:

• Professional Pre-job and on-job training program

• One year fast-track promotion program to Senior Manager / Assistant Unit Manager

• Competitive remuneration package

• Salary :14K+ per month and performance bonus

• Overseas trips and convention

• Travel incentive, study allowance, medical scheme

Requirement:

• Degree holder in all discipline (Fresh graduates also be considered)

• Qualification in IIQE & HKSI, CFA CFP/CFMP preferred

• Self-motivated 

• Work Experience in mainland will be an advantage

• Fluent in Cantonese and English is a must, Mandarin is an advantage

All personal data received will be treated as confidential and for recruitment purposes only.

Ideal Concept International Consultancy Services is to deliver you the best expertise to your company, we has always prioritized maintaining an intimate relationship in our specialist industries and its key participants. Our consultant comprise of expert who bring industry knowledge, valuable experience and market update in their respective area. Our team from all different industries and dedicated to serving your needs.