Responsibilities 

• Prove Comprehensive Financial Solutions to Clients  
• Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business   
• Provide customer-oriented financial, asset & risk management advices to clients 
• Acquire Up-to-Date Financial Knowledge and New  

​Requirements:

• Diploma or above in Business, banking and finance or any discipline.
• at least 1 year or above work experience.
• Working experience in insurance, Banking and finance, is highly preferred.
• Candidates who passed IIQE 1 and 3 are an advantage.
• Good command of spoken English, Mandarin and Cantonese.
• Being proactive, hardworking, resourceful and capable of dealing with new situations and challenges.
• Conversant in using Excel, Word and PowerPoint.

We offer 5-day work, monthly allowance and high commission, excellent learning & development opportunities and an attractive package to the right candidate. All interested parties, please send your CV in a MS WORD format via email  ; Attn: Ms Winnie Cheng