We offer:

• 5-days work and attractive remuneration package (25K above with attractive bonuses)
• Medical scheme & study allowance
• Professional training programme including mentorship support and leadership workhouse
• Sponsorship for professional qualifications (CFP, CFA, RFP)
• Incentive Trips & Overseas Conferences
• Excellent career path and fast-track advancement opportunities

Responsibilities: 

• Provide comprehensive financial and investment advice to clients
• Maintain a high quality standard relationship with our existing clients
• Identify and recommend the high profitable segments 
• Monitor and review investment portfolios

Requirements:

• Hong Kong citizens or work permit holder is a must
• Level 2 or Grade E (or above) in 5 subjects in HKDSE / HKCEE with 2 years exprience in investment field or
• University graduate in any discipline (preferably in finance discipline)
• Fresh graduate also will be considered
• Candidates with oversea study or work experience is welcomed
• Self-motivated, Independent, excellent presentation skills with ability to work effectively under pressure
• Outgoing and willing to work in a team-oriented atmosphere

We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.