Job Description

We are committed to investing in Hong Kong and, are now building a new distribution channel to market our full range of professional financial services in the territory. To cope with our business plan, we are going to recruit several professional Financial Planning Executives to strengthen our base.

Core Responsibilities

• Professional Financial Services Provision to Clients, including Wealth Management & Portfolio Advices, Investment Planning, Retirement Planning, Risk Management Planning, etc.
• Develop China market, provide offshore financial services for Putonghua speaking clients
• Monitor the existing client fund portfolio status and propose tailor-made solution to satisfy client needs

Requirement:

• Diploma in Business Administration/ Finance/ Marketing or related disciplines
• Good written and spoken communication skills in English and Chinese/Mandarin
• Proficiency in MS Office, Chinese word processing and PowerPoint
• A good team player with strong communication and interpersonal skills
• Self-motivated, detail-minded and well-organized
• Fresh graduates and IANG graduates are welcome to apply

Our offer:

• Basic allowance 18K-20K, commissions and bonus schemes
• Medical and Life Insurance, Overseas Travel Rewards, MPF and ORSO etc
• Comprehensive and Professional Training Programs
• Transparent and prosperous career path
• Subsidy to Professional certification. Eg, CFPcm