Program Details Our Vision is to be the premier financial planning advisory company in Asia Pacific and focusing on Singapore and Hong Kong, providing our clients excellent financial advice and services. Our graduate trainee program is tailor-made for 2020 Fresh Graduates and aims at training you become Young Professional in 3 years. We offer coaching and guidance provided by experienced departmental mentors and management, competitive remuneration package and promising career opportunities to s...

If you’re looking for a career where you can control by yourself, join IPP and let’s build your career together. As the leader in wealth management, offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We keep their interests foremost in our minds at all times. This combination of intellectual capital, comprehensive training, staffed with quality leaders and professional managers...

Requirements: Degree holder is preferred  Oversea University grad will be considered Minimum 1 year working experience preferred Mature, self-discipline, self-motivated and hardworking Strong communication and interpersonal skills Proficiency in both English and Chinese; fluency in Putonghua would be an advantage Fresh graduate will be considered. Job Descriptions:   Understand customer needs and recommend appreciate financial solutions Provide comprehensive and professional financial services a...

For someone who is determined and has great passion to enter FinTech world Young and energetic environment Degree holder in Finance or related disciplines, experience in FX/ CFD  3 - 5 years or above of solid experience in Financial or Banking industry/ Client service or Back/ Middle Office roles Work closely with sales and marketing team to define the key value drivers that boost client loyalty and customer satisfaction Lead and collaborate with local operation team and offshore cs team to prov...

Responsibilities: Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products...

Requirements: Degree holder in all discipline Entrepreneurship and self-motivated Energetic and outgoing Good interpersonal and communication skills Fluent in Cantonese or Mandarin Candidates with banking experience are welcomed   Full time / Graduate trainee: 1. Professional Financial Services Provision to Clients Wealth Management & Portfolio Advices Investment Planning Retirement Planning Risk Management Planning PRC Business & CIES (Capital Investment Entrant Scheme) Planning   2. Te...

Management Trainee Program This Management Trainee is a 12 months program intensive training program which is designed to provide a high quality of both classroom training and on-job training in the financial sector for the future development of a Listed Company on the Main Board of HKSE (“The Group”). During the 12 months program, the trainee will be provided a professional training program including one-to-one coaching and mentoring for financial consultation service including: Risk management...

What we are looking for: Strong financial acumen and broad understanding of a range of products Energetic, ambitious and able to identify new opportunities Fluency in spoken and written Chinese & English Mandarin would be a distinct advantage Fresh Graduate(must have HKID/ work permit) and Mainland China Graduate (IANG) are welcome   Key responsibilities: You will be expected to actively develop private banking clients relationships Identify, promote and cross sell a range of Private / Banki...

Excellent stepping stone for entering Retail Banking sales and operations roles Aggressive, sales-oriented personality, excellent interpersonal skills Welcome anyone who wish to explore branch operations during this difficult time Full client source and support for Financial license: IIQE/ SFC/ HKMA Responsible for account opening, sell banking insurance products (including MPF) and general branch operation tasks...

Responsibilities: Handle full sets of accounts and monitor the finance and accounting internal controls of the Hong Kong property development segment; Enhance the accounting and treasury functions of Hong Kong property projects; Prepare management reports, budgets and analysis for management; Support the segment financial analysis and assist management to review and monitor the segment performance index; Handle annual and interim reporting work of the segment, as well as the statutory audited ac...

Job Description To provide consultancy services in comprehensive wealth management and tailor-made investment advice to individual and corporate clients in order to assist them on achieving their financial objectives. To provide support in financial activities and events To conduct regular investment portfolio review to enhance client relationship To maintain our professional advisory image Requirements Degree holder, finance-related subject preferred(IANG are welcome) Good communication skill w...

Responsibilities: Proactively enhance relationships with existing and prospective clients to achieve business targets Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio Developing and implementing business plans and marketing strategies with branch/district managers for wealth manag...

Job Descriptions:   Provide comprehensive and professional financial services and product such as Wealth Management, Saving, Investment & Protection Conduct fundamental research on financial markets, market trend and products to business partners and/or their clients Develop and expand existing network through relationship management Coordinate and liaise with internal departments as well as externals parties i.e. marketing events, sales campaigns Requirements: Degree holders in business or ...

Responsibilities Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment Deliver ‘Total retirement planning’ solution to the most prestige customers, particular the mainlander and ‘top-tier’ customer segment Assist CRMs/ECRMs to identify their customers’ financial needs on retirement and legacy planning in order to provide the a...

Pursue a Career, not a Job ABOUT US We are a team that provides professional wealth management services since 2003. Wealth management is to do asset relocation, mutual funds investment, retirement planning, risk hedging management and estate planning. It has been the fastest growing industry since the last decade. Our team has 130 members, around 90% are MDRT*. All the members are highly educated, passionate and energetic. We are graduated from different universities around the world and 40% are...

Responsibilities: Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products...

Responsibilities: Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products...

Responsibilities: Provide bond investment strategies and updates on market and single issuer  Execute bond trades  Maintain good relationship with counter parties and institutional clients  Liaise with back office teams on issues such as settlement, control, and regulatory, etc.  Conduct other ad-hoc tasks and administrative works if needed.  Requirements: Undergraduate degree or above in Finance, Economics or business-related discipline 2 years working experience or above in fixed income tradin...

Job Highlights   Good benefit   Fresh Graduate   Flexible working hour Job Description Job Highlights Dynamic and energetic working environment Professional on-the-job training Job Description Provide all-rounded support for the leaders including business and personal matters Perform general clerical duties Handle team recruitment Coordinate with both internal and external parties on daily business operations Handle ad hoc tasks as assigned Requirement Bachelor Degree or above Be mature and able...

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 ...