• Work with manager to cater to clients' financial needs
• Attend seminars on valued communication skills from the industry’s leaders
• Analyze and provide extensive financial solutions for clients, including
  • Wealth Management & Portfolio Advice
  • Investment Planning
  • Retirement Planning
  • Risk Management Planning
• Work with the team to perform after-sales services to clients
• Perform ad-hoc tasks or project support if necessary

We are looking for

• University Graduates with Bachelor’s or Master's Degree
• Majoring in Finance, Economics, Risk Management or other related business fields will be an advantage
• Welcome local and IANG visa owners
• Strong communication and interpersonal skills
• Fluent oral and written expression in both Chinese & English, Knowledge of Mandarin is an advantage
• Self-motivated, target-oriented, eager to learn, and responsible

We offer

• Professional training and mentor program
• Attractive income package, including monthly and year-end bonuses
• Flexible working hours with work-life balance
• Transparent and fast-track career development to the management level
• IIQE Paper 1, 3, 5 Licensing Training, with full fee subsidy

Know more about Challenge Elites from our website: https://www.challenge-elites.com/

Challenge Elites offers consultation services in wealth management, comprehensive financial strategies, and premium financing services to high-net-worth asset clients throughout Hong Kong, Greater China, and the Asia Pacific Regions. Our mission is to offer customers the most appropriate protection and financial solutions and meet their needs and aspirations in different life stages. We are a team of well-educated and professional financial planners in Hong Kong; we offer comprehensive training for new members without work experience, IANG graduates, and fresh graduates. The instructors are the members of MDRT (Million Dollar Round Table) who are well experienced in training new members.

Get more information from our website: https://www.challenge-elites.com/