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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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