Job Description

Job Highlights
Basic salary+ commission + bonus
 IANG/Intership are welcome，Excellent career path to management level

Job Description
Full time Job Description:
-Assess client's 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:
- Expected salary per year: HKD 550,000 or above
- 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.

‘CL-PRO’ embraces the core values of Professional, Productive & Proactive. We are a group of young, energetic and ambitious talents who are committed to provide professional & tailor-made wealth management services to individuals, more than 50% of our talents with master’s degree or above qualification. Most important, we have created a legend of 4 generations of TOT* in 2018.
Apart from providing a comprehensive training in the field of medical, investment & law for CL-PRO teammates, we further encourage our teammates to better equip themselves with professional qualifications, such as CFA, CFP, FRM.
In addition, CL-PRO’ equally stress the importance of community’s contribution. We regularly organise different team building activities, especially devoted ourselves to support different social services at the community level. 

工作亮点：底薪+提成+奖金
欢迎IANG高才优才/应届毕业生，通往管理层的卓越职业道路

职位描述
全职工作描述：
-通过进行财务需求分析来评估客户的财务状况
-分析并提供多方面金融服务规划
-为香港和中国市场的客户提供全面的财富管理服务，包括：
1.风险管理
2.退休计划
3.资产配置
4.遗产规划
-与客户建立密切的业务关系，并审查他们的金融投资组合
-建立和管理财务规划团队

实习课程包括：销售技巧、投资工具专业知识和投资工具简介建立个人网络⁡
我们在寻找：
-所有学科的学位持有者（也考虑应届毕业生）
-成熟、上进、勤奋、乐于学习
-精力充沛、热情外向
-良好的人际关系和沟通能力
-广东话或普通话流利，英语流利
-有银行业工作经验者优先
-欢迎有航空/旅游和酒店/零售/美容/健身行业的经验
要求（实习）：精力充沛、外向的个人，勤奋，积极主动，愿意学习的3/4年级大学生或硕士生（欢迎IANG）
对金融业有浓厚兴趣，渴望利用跨境网络和资源获得商机
我们提供：
-预期年薪：55万港元或以上
-专业培训和导师计划（如何成为MDRT合格者的岗前和在职培训）
-通往管理层的卓越职业道路
-月津贴+诱人的佣金套餐+年终奖+综合福利
-海外旅行和会议
-IIQE论文1和3许可证培训
-竣工证书

请不要犹豫，注册并加入我们
仅限香港身份证持有人和IANG高才优才签证
有意者请点击“立即申请”按钮发送您完整的简历。所有申请人提供的所有信息将严格保密，仅用于招聘目的。
“CL-PRO”包含专业、高效和主动的核心价值观。我们是一群年轻、充满活力、雄心勃勃的人才，致力于为个人提供专业、量身定制的财富管理服务，其中50%以上的人才具有硕士及以上学历。最重要的是，我们在2018年创造了4代TOT*的传奇。 除了为CL-PRO的队友提供医疗、投资和法律领域的全面培训外，我们还鼓励我们的队友更好地为自己配备专业资格，如CFA、CFP、FRM。 此外，CL-PRO同样强调社区贡献的重要性。我们定期组织不同的团队建设活动，特别是致力于支持社区层面的不同社会服务。