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. Internship Programme 

• Comprehensive training for the HK insurance market and PRC business
• Perform client account maintenance, review and update wealth management and portfolio advice to your clients.
• Absorb skills of handling insurance claims and underwriting
• To acquire skills of people management, especially client relationship management
• Learn the update financed market knowledge and our product briefing
  
  

3. Team Management

• Attempt Planning Strategies for Constructing Team
• Learn Recruiting & Managing Team
• Share Marketing Strategies in Team

4. Self Continuous Improvement

• Achieve Professional Destinations (MDRT,CFPCM,ChFC, RFP, RFC, etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

Benefits:

• Professional training program (Pre-job and on-job training on how to be MDRT qualifier)
• One year fast-track promotion program to Senior Manager /Assistant Unit Manager
• Excellent career path to management level
• Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
• Overseas trips and conventions

****** Hong Kong Residents and IANG Visa Students are welcome.******

All personal data collected will be used for recruitment purpose only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. All applications will be destroyed after 12 months.