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 Requirements:

• University graduates with Bachelor or master’s degree in any discipline.
• Self-motivated with strong drive to succeed.
• Hardworking, detailed-oriented, independent and sophisticated at working under pressure.
• Good numerical skill and business sense.
• Strong interpersonal, communication and presentation skills.
• Proficient at written English, Chinese and Mandarin.
• Candidates with valid Hong Kong Identity Card is a MUST.

Benefit:

• Monthly pay 15K – 50K
• Five-day work week
• Work-life balance
• Promotion opportunities
• Performance bonus
• Follow public/ general holiday
• Provide professional training