JOB DESCRIPTIONS:

• To assess client's financial status by conducting financial analysis
• To provide comprehensive financial strategies to clients including but not limited to
  • risk management
  • retirement planning
  • asset allocation
  • estate planning
• To build up close relationship with clients and review their investment portfolios periodically
• To assist in management work for developing a new team

REQUIREMENTS:

• Degree holder in all discipline (Fresh graduates and IANG candidates are welcome)
• Hong Kong identity card holder
• Proactive, hardworking, result oriented and capable of working under pressure
• Strong interpersonal, communication and problem solving skills
• Excellent working attitude and willing to learn
• Proficient in written and spoken English and Chinese, fluency in Mandarin is perferable
• Familiar with MS Word, Excel, PowerPoint and Chinese word processing
• Candidates with more experience will considered as Senior Business Manager

WE OFFER:

• Monthly allowance up to HK$60,000 + attractive commission package + Year-end bonus
• Overseas conventions and incentive trips
• Group medical insurance and ORSO Retirement Scheme
• Privileges in attending seminars and training to achieve professional qualifications (e.g. CFP, RFP, RFC)

Interested parties please send CV with date of availability by clicking "Apply Now".

Personal data will be used for recruitment purpose only.