Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Wealth Management Trainee / Manager Job Description: To keep close watch on customers’ finances and serve as a close companion on their life journey To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away To accompany customers across every life stage, fully at...

Job Highlights l Progressive training progerm l Build up good relationship with clients l Comprehensive fringe benefits   Job Description/Duties l Solving clients problems l Providing accurate market intelligence for clients l Providing professional financial services provision to customers  l Providing wealth and protection management & portfolio advice to customer l Providing customer service and sales follow up. l Handling investment planning, retirement planning, risk management planning...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Due to business expansion, we are seeking for a part-time Secretary to provide professional administration support to the team.   If you are interested, please don’t hesitate to join us. Job Responsibilities: Data entry, maintain filing system Handle general coordination and administrative work for the team Work closely with team members to provide efficient support Perform any ad hoc project as assigned Job Requirement HKDSE level or above (5 passes including Chinese & Mathematics / English...

Responsibilities Participating in user-oriented and mobile-first online products implementation covering of Web, Mobile Site and Mobile App for Business & Financial News Platform Co-ordinate and liaise with different internal parties including Development Team, Business Team, Editorial Team and Marketing Team, etc, to solve business requests Perform business and data analysis, and identify business drivers and opportunities Collect, define and analyze user requirements and prepare documentat...

A comprehensive and systematic premier academy program designed for graduates which aims at developing high caliber individuals to provide financial planning servicesto individuals and corporate clients. Main Duties :     Develop and expand client network; Provide Financial management solutions and health knowledge to client and follow up services. Benefits :   Professional and comprehensive training program, Fast-track promotion program, Lucrative commission package, Year end bonus, Free overse...

Benefits： Monthly allowance ( around HKD 13,000 - 15,000 ) for new joiners, Uncapped commission scheme, Long-term passive income scheme, Performance bonus and On-business-target bonus award ( with cash award / overseas travel award ), IIQE license sponsorship Outstanding university graduates will be invited to attend the pre-job and on-job training which organised by AIA Premier Academy ( with premier support and career development monitoring ) Flexible work-time arrangement Harmonious and share...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Job Responsibilities: Conduct product presentation and demonstration to prospect customers Work closely with sales team and solution partners in articulating solutions to customers Collaborate with the product marketing management and engineering teams to stay on top of industry trends and coordinate technical resources for product enhancement Perform ad-hoc job task as assigned   Job Requirements: Bachelor Degree holder in Information Technology, Computer Science or equivalent Minimum of 5 year...

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.   We offer: Monthly allowance plus attractive commission and performance bonus Comprehensive training programs for professional advancement  Fast-track advancement opportunities. Flexible working time. O...

Wealth Management Trainee / Manager Job Description: To keep close watch on customers’ finances and serve as a close companion on their life journey To offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes To educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away To accompany customers across every life stage, fully at...

A financial planner a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). You will get: Qualified applicants may have monthly allowance from $8000 to $25000 + monthly commission + year-end bonus. Three-month intensive training. One Year Fast Track Program to Manageri...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Requirements: Hong Kong Residents Only University graduate or above, finance-related subjects preferred Working experience preferable (fresh graduate will also be considered) Willing to learn and able to work under pressure Mature, Self-Motivated, responsible and good interpersonal skills Experience in Banking or financial industry will be an advantage Job Description: Provide one-stop comprehensive financial services to Corperate Clients, includes: Group Employee Benefits Group MPF Investment S...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

We Offer: Monthly allowance + Attractive commission package + Year-end bonus Practical support to help you to become an internationally recognised Million Dollar Round Table (MDRT) Well-structured and comprehensive training programs for professional advancement One year fast-track promotion program to Senior Manager / Assistant Unit Manager Excellent career path to management level Overseas trips and conventions   Job Descriptions: 1. Professional Financial Services Provision to Clients Investme...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...