• Formulate comprehansive wealth management and financial strategies for client
• Advise clients on investment opportunities and assist clients in building diversified investment portfolios
• Build long-lasting relationship with clients through consistent review of their financial portfolios 
• Conduct regular research on market trends to suggest the best financial solutions to clients
• Form and manage financial planning team

Entry Requirements

• Degree holder in all discipline
• Goal oriented, self-motivated and results driven
• Good interpersonal and communication skills
• Experience in financial industry or background in Mainland will be an advantage
• Attention to details, with superior organizational skills and ability to prioritize tasks
• Ability to work in a fast-paced, evolving environment
• Candidates without relevant experience are welcomed

Remuneration and Benefits：

• Opportunities of overseas conventions and travel ( several trips per year ) with fully sponsored by company
• Attractive checkpoints and comprehensive achievement benefits such as year-end bonus, MDRT bonus, new business bonus, etc.
• Clear career progression, fast track program for outstanding performers to leadership level and expand your own team with your unique style afterwards
• Best-in-class training program towards and special recognition awards ( eg, MDRT ) for performers
• Reimbursement of IIQE business licenses