Financial Planning Consultant (5 days work, salary HK$15,000-HK$50,000)
Matrix Consulting
- Company Industries:Financial Services
Job Information
- Post Date:2022-09-30
- Career Level:Middle
- Location:Ngau Tau Kok
- Yr(s) of Exp:3 years
- Qualification:School Certificate
- Employment Type:Full Time
- Job Function:Banking / Finance Investment Financial Services Asset Management
- Benefits:Dental insurance, Double pay, Free shuttle bus, Life insurance, Medical insurance, Performance bonus, Transportation allowance,
Job Description
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 3 years working experience
- University graduate in any discipline (preferably in finance discipline)
- Fresh graduate and IANG 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
Duty:
- 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
We offer:
- 5-days work and attractive remuneration package (15K 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
Applications:
Interested parties please APPLY NOW
Personal data collected will be used for recruitment purpose only. Interview will be arranged by the employer for suitable candidates.
Company Info
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.
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