JOB DESCRIPTIONS:

• To assess client's financial status by conducting financial analysis
• To provide comprehensive financial strategies to clients including but not limited to
• risk management
• retirement planning
• asset allocation
• estate planning
• To build up close relationship with clients and review their investment portfolios periodically
• To assist in management work for developing a new team

REQUIREMENTS:

• Degree holder in all discipline (Fresh graduates and IANG candidates are welcome)
• Hong Kong identity card holder
• Proactive, hardworking, result oriented and capable of working under pressure
• Strong interpersonal, communication and problem-solving skills
• Excellent working attitude and willing to learn
• Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable
• Familiar with MS Word, Excel, PowerPoint and Chinese word processing
• Candidates with more banking experience will be considered as Branch Manager

WE OFFER:

• Monthly allowance + attractive commission package + year-end bonus
• Overseas conventions and incentive trips
• Group medical insurance
• Privileges in attending seminars and training to achieve professional qualifications (e.g. CFP, RFP, RFC)