The Role:

• 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
• 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
• Accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
• Strengthen customers’ finances for the prosperous growth of their assets
• Health Insurance, Retirement scheme, Tax planning, Fund Investment, Educational fund

Requirements:

• University graduate or above, fresh university graduates are also welcomed
• Daily conversational level of Cantonese / Mandarin
• Good interpersonal and communication skills 
• Good knowledge of financial operations ideally 
• Required valid work permit in Hong Kong, which included : Hong Kong permanent resident / IANG visa holder / Dependent visa holder / CIES visa holder

Benefits:

• Monthly allowance for new joiners from HKD 12,000 ( up to HKD 50,000 which based on work experience and previous salary proof )
• Performance bonus and subsides
• Year-end bonus
• Incentive trips and overseas conference
• Medical insurance benefits
• Excellent fast track career path which only focus on performance, not ages
• Comprehensive in-depth training and professional training to worldwide recognizable qualification
• Team culture : energetic and harmony atmosphere