Responsibilities:

• Assisting senior managers in presenting investment portfolio to clients
• Accessing clients' financial objectives & risk profiles
• Providing professional and comprehensive financial strategies including assessment of risk, cash flow analysis and financial projections
• Conducting portfolio management
• Cooperating with senior management for various projects including business development, marketing and client seminar

Benefits:

• Mentorship and comprehensive on-job training
• Professional Development Course (CFP, CFA, RFP & CWM)
• 5-day work
• Excellent career path to management level in 1-2 years

Requirements:

• Bachelor degree holder or above in any disciplines, preferably with major in Business Administration, Finance, Accounting, Economics or relevant discipline.
• Ability to analyze situations, implement processes and solve problem effectively.
• Mature, self-motivated and pro-active
• Excellent interpersonal and communications skills
• Ability to work effectively in team
• Proficiency in English and Cantonese, Good in Mandarin
• Candidates who are interested in finance, management and marketing. will be an advantage

Personal Qualities:

• Strong leadership potential
• A passion in finance, management and marketing
• A creative mind, flexible thinking, resilient attitude and an ability to think laterally
• Good communication, interpersonal and analytical skills
• Self-motivated and pro-active

Application Procedures:

• Shortlisted candidates will be invited to attend a series of interactive selection screenings followed by a final interview.

Information collected will be used solely for the purpose of selection. Otherwise, it will be destroyed in 3 months.