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...

Requirements: Holders of valid Hong Kong identity card or valid work permits including IANG is a must Excellent communication skills with positive, responsible & challenging characters Easy co-operate with team member and willing to achieve higher target Responsibilities: Provide professional financial analysis and solution for our clients Plan and organize various sales promotion & maketing events Develop and manage professional financial strategic team Committed in Team divison of labo...

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...

Job Descriptions:  - Assess clients’ financial situations by conducting financial needs analysis - Analyze 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 Entry Requir...

Job Description and Responsibilities: Studying Financial Management and Data Analysis Skills Attending Financial Talks and Financial Workshops Following Cases with Department Director Learning Professional Investment Planning for Clients or Companies Handling Customer Services (Front Line Position) Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fre...

Job description and responsibilities: Studying financial management and data analysis skills Attending financial talks and financial workshops Following cases with Department Director Learning Professional Investment Planning for clients or companies Improving Self-continuous Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANGs...

Requirements: Holders of valid Hong Kong identity card or valid work permits including IANG is a must Excellent communication skills with positive, responsible & challenging characters Easy co-operate with team member and willing to achieve higher target Responsibilities: Provide professional financial analysis and solution for our clients Plan and organize various sales promotion & maketing events Develop and manage professional financial strategic team Committed in Team divison of labo...

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...

Job Description and Responsibilities: Studying Financial Management and Data Analysis Skills Attending Financial Talks and Financial Workshops Following Cases with Department Director Learning Professional Investment Planning for Clients or Companies Handling Customer Services (Front Line Position) Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fre...

Requirements: Holders of valid Hong Kong identity card or valid work permits including IANG is a must Excellent communication skills with positive, responsible & challenging characters Easy co-operate with team member and willing to achieve higher target Responsibilities: Provide professional financial analysis and solution for our clients Plan and organize various sales promotion & maketing events Develop and manage professional financial strategic team Committed in Team divison of labo...

關於入職要求：   需合法在香港工作，包括：持有香港永久居民身分書／簽證身分書／IANG 工作簽證／CIES 簽證 ( 畢業於海外／國內大學亦可以申請 ) 大學畢業 (Undergraduate / postgraduate degree)，沒有學科限制 -　仍然在學的大學生若符合第一項條件可申請以「見習生 - 財務策劃顧問」身分加入，工作時間可彈性作出配合，會於面試時商議 流利廣東話／普通話日常會話，能流暢地聽寫中文   關於您的工作：   為個人／企業客戶制定財富管理及增值的可行方案，當中包括：個人及企業團體醫療、退休保障、儲蓄、最新的還包括了香港政府新推出的自願醫保計劃 提供專業及準確的財務狀況分析服務及風險管理 服務對象可包括香港、國內、大灣區、以至大中華的客戶群，商機無限   關於您的福利，我們將會為您提供：   新人津貼每月港幣 15,000 以協助新人適應新環境 另有佣金、花紅、獎金、牌照考試津貼、夥伴計劃獎勵 公司冠名的大型活動獎勵門票，例如：AIA嘉年華、演唱會、晚宴 以廣東話及普通話雙線並行的學習環境及工作氛圍 -　剛大學畢業的本地申請人有很多接觸國內文化及學習普通...

Job Descriptions:- - Assess clients’ financial situations by conducting financial needs analysis. - Provide comprehensive wealth management services to clients from Hong Kong and China market, including: Risk Management Retirement Planning Asset Allocation Estate Planning - Build up close business relationship with clients and review their financial portfolios.     Entry Requirements:- University graduates with Bachelor or Master Degree in any discipline. Self-motivated with strong drive to succ...

AIA Premier Academy   Being to Manager, Wealth Management & Protection   A brilliant career awaits you at AIA Hong Kong   AIA Offers:   Monthly allowance, up to HK$50,000 + Attractive Commission package + Comprehensive fringe benefits Assist you to become internationally recognized Million Dollar Round Table (MDRT) at AIA Premier Academy Well-structured and comprehensive training programs Lead by a team of industry renowned and well recognized mentors   Management Trainee / Wealth Management...

入職要求 : 持有大學學士學位或以上學歷 （歡迎應屆畢業生／應屆內地來港持有IANG的畢業生） 具備良好人際溝通技巧及表達能力 有志建立個人事業，發展成為理財策劃專才 積極進取，對工作有熱誠 有志建立個人事業，成為理財策劃專才 能操流利普通話／國語者優先 持香港永久性居民身份證 或 IANG ***     工作職責 : 為香港及國內客戶提供一站式理財分析服務，包括人壽保險、儲蓄、投資及退休計劃 了解客需求，提供個人化的財務方案 協助客戶實踐財富規劃，包括風險管理、資產傳承等 提供專業意見，到位服務，建立個人品牌，達至擴展網絡領域 建立及管理財富管理團隊 開拓團體醫療保障及褔利保障業務，及所有商業保險業務 強積金業務：包括公司強積金及個人賬戶     薪金福利 : 每月津貼, 傭金, 年終花紅 首年可達 HK$500,000 - $1,000,000 特設免費旅遊獎勵計劃：「新晉海外旅遊」及「高端海外業務會議」，增廣見聞 享有醫療褔利 提供良好晉升機會 (可於一年晉升管理層) 一系列完善的管理培訓課程，為您打好客戶服務上的服務技巧及心態上的根基 提供多元化客戶講座及活動，為您拓展人際網...

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...

入职要求： 大学学位(国内同等学历亦可) 或三年以上相关经验 欢迎国内来港新移民/ 应届毕业生 / IANG学生 / Final Year 实习生 持有效的香港身份证或有效工作许可证（包括IANG） 有目标及理想 良好沟通能力、积极尽责 无须相关工作经验 过往年薪30万或以上   工作范围： 为客户提供专业的理财策划分析和方案   策划及参与不同类型的推广活动 建立及管理专业理财策划团队   福利 : 设有完善的福利制度，包括津贴、佣金、年终奖金、医疗及保险福利 海外旅行和会议，及明确的职业发展道路 由经验丰富的导师领导 - 全面的入职前及持续在职专业特別培训课程 弹性工作时间 协助有志者在1年内达成百万圆桌(MDRT)或更高的成就 完善進升机会...

Job description and responsibilities: Studying financial management and data analysis skills Providing professional services & advices in the aspects of insurance, financial planning and investment Learning Professional Investment Planning for clients or companies Improving Self-continuous Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines (for Financial Planner : Bachelor / DSE with Eng + Mat...

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...

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...

工作範圍 - 為客戶提供廣泛的財富配置需求建議和方案, 風險管理建議 - 建立及管理專業理財策劃團隊 - 策劃及參與不同類型的推廣活動   入職要求 - 大專教育程度或以上 - 良好中英文程度（會話及書寫） - 擁有良好溝通技巧 - 必須持有香港身份證或合法工作許可證   福利及待遇 - 提供專業在職培訓 - 優厚佣金及花紅 - 專業發展及明確晉升機會   如您對此工作有興趣或任何疑問，Whatsapp或致電9620 8558聯絡張小姐, 或電郵至： 立即申請...