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:

1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. 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 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 excellent at Mandarin.
• Candidates with valid Hong Kong Identity Card is a MUST.