Job Description: 

- Assess clients’ financial situations by conducting financial needs analysis

- Analyze and provide total package of financial services planning 

- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning

 - Build up close business relationship with clients and review their financial portfolios

 - Build up and manage financial planning team

Entry Requirements:

• University graduates with Bachelor or master’s degree in any discipline.
• Self-motivated with strong drive to succeed.
• Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
• Good numerical skill and business sense.
• Strong interpersonal, communication and presentation skills.
• Proficient at written English, Chinese and excellent at Mandarin.
• Candidates with valid Hong Kong Identity Card is a MUST.

 Benefit:

•        Monthly pay 20K – 55K+
•        Work-life balance
•        Promotion opportunities
•        Performance bonus
•        Provide a profession training