Job Highlights:

- Professional and Comprehensive Financial Services Training & Workshop

- Participate in Events and Roadshow activities

- Leadership Training Program

- Small-Group Seminar Training

- Exclusive Morning Sharing Sessions

Responsibilities:

- Assess client's current financial situation and develop financial plan for client

- Provide a broad range of different products and assist clients in portfolio planning to meet their financial needs

- Seize the future through professional wealth planning to help people achieve their personal goals

- Provide updated financial market information, professional advice, and quality services to clients

- Responsible for the acquisition and relationship management of clients

- Acquire leadership and team management skills for future career development and progression to managerial level

Requirements:

- Degree holder in Finance, Economic, Business, or relevant disciplines would be advantage (Fresh graduates will also be considered)

- Minimum 1 year of relevant experience in financial institutions or wealth management sales

- High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers

- High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure

- Holder of IIQE Paper I and III licenses would be advantage

Benefits:

- Monthly Allowance + attractive package (commission + year-end bonus + business incentives)

- Professional training program (Initial training and On-Job training provided)

- Excellent Career Path to Management Ladder

- Life and Medical Insurance

- Sponsored oversea conventions and conferences

- Comprehensive fringe benefits