Job Description

We are looking for:

• Degree holder in all discipline
• Energetic and outgoing
• Mature, self­-motivated, hardworking and willing to learn
• Part time working experiences and Fresh Graduate are welcomed. (1-2 years working experience is an advantage.)
• Experience in banking industry or background in mainland will be an advantage
• Overseas Hong Kong Students are also welcome
• Fluent in Cantonese, English and Mandarin is an advantage 

Responsibilities:

• Identifying needs of clients and providing professional financial advice.
• Management of wealth assets of clients through investment vehicles.
• Updating financial news to your clients.
• Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing) .
• High End and Wealth Management for HNW and PRC Clients.
• Corporate Solution Planning for Corporate Clients.
• Provide quality after-sales services to maintain good customer relationship.

We offer:

• Over 200 hours well-structured and comprehensive mentoring program
• Monthly income from HK$40,000 + remuneration & fringe benefits
• One year fast track program to managerial level
• Special holiday package (2 company trips per year)
• Overseas learning experience
• “Work Hard, Play Hard”working environment & lots of fun
• Opportunity to explore PRC and CIES business

Job Description:

1 Professional Investment plannings for clients or companies

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• PRC Business & CIES (Capital Investment Entrant Scheme) Planning
• Corporate Solutions Provision

2 Management level

• Planning Strategies for Constructing Team
• Learn Leading, Recruiting & Managing Skills
• Provide marketing strategies skills

3 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

4 Development Path and Work Benefit

• A structured career path and solid training in all aspects of management
• You will work very closely with a senior manager who will guide, train and mentor you
• Management trainee programme offers excellent training and a fast track career into management
• Sponsored overseas travelling for achieving yearly targets