Job Descriptions: (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. Team Management

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

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

Job Descriptions: (Internship Program)

1. Professional Financial Services Workshop

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• Risk Management Planning
• Mainland China Visitors business (大中華市場)

2. Leadership training

• Group Presentation
• Leadership Training

3. Self Development

• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

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

Our 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