Full time Job Description: 
 - Assess clients’ financial situations by conducting financial needs analysis
 - Analyse and provide total package of financial services planning 
 - Provide comprehensive wealth management services to clients from Hong Kong and China market, including:                  
         1. Risk Management
         2. Retirement Planning
         3. Asset Allocation
         4. Estate Planning
 - Build up close business relationship with clients and review their financial portfolios
 - Build up and manage financial planning team

 

Internship ⁡Program Includes:

• Selling Technique
• Investment tools know-how
• Introduction to Investment tools 
• Build up personal network⁡

We look for: 
 - Degree holder in all discipline (Fresh graduates will also be considered)
 - Mature, self-motivated, hardworking and willing to learn
 - Energetic, passionate and outgoing
 - Good interpersonal and communication skills
 - Fluent in Cantonese or Mandarin, and English 
 - Experience in banking industry will be an advantage
 - Experience in aviation/tourism and hospitality/retail/beauty/fitness industry are welcomed

 

Requirements (internship):

• Energetic & outgoing individual
• Self-motivated, hardworking, proactive & willing to learn
• Year 3/4 university or master student (IANG welcomed)
• Strong interest in financial industry
• Eager to leverage cross-border network & resources for business opportunities
   

We Offer:
- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)
- Excellent career path to management level
- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and conventions
- IIQE Paper 1 & 3 Licensing Training
-Certificate upon completion 

Don’t be hesitate to register & Join Us
 

Hong Kong ID Card Holders and IANG visa Only 
Interested parties please send full CV by clicking “Apply Now” button. 
 All information provided by applicants will be treated in strict confidence and used for recruitment purpose only.