We sincerely invite high-caliber professionals to establish a successful and challenging career with us.

Our company has an extensive network of employees worldwide. We aim to serve our clients with professional solutions. We help our clients to achieve a financial planning freedom. We provide solutions for their investments, succession planning, trust services and aim for a good return.

If you are looking for a high achievement with an attractive remuneration package, our team is your first choice. We are a leading and well-known team in the industry. We believe good trainings are essential for personal growth and professional development. We provide excellent onboarding trainings and high-quality professional trainings for your path to success. Graduates with a strong entrepreneur mind-set are welcomed to join us.

 Responsibilities

•  Risk Management
•  Investment Planning
•  MPF and Retirement Planning
•  Education Funds Planning
•  Relationship Management
•  Mortgage and Loans
•  Property Investment and Immigration Services
•  Offshore Trust Services

Career Path

•  Clear career path to the management level
•  Achieve professional designations (CFPCM, ChFC, RFP, RFC,etc) with comprehensive trainings

 Rewards

•  Monthly allowance and bonus package
•  Overseas trips and conventions- minimum 2 trips per year
•  Comprehensive trainings
•  Full support towards professional destinations
•  Subsidy program for Chartered FLMI, CFP, RFP 
•  Fringe benefits

Requirements

•  University graduates or above (Fresh graduates are welcomed)
•  Holder of HKID/ Dependent Visa/ IANG Working Visa
•  Regional language skills (English/ Cantonese/ Mandarin) preferred
•  Determination to succeed
•  Good interpersonal skills with an energetic personality
•  Strong presentation and client management skills
•  Able to work independently  

工作范畴:

•  风险管理及财务策划
•  投资规划
•  退休规划
•  教育规划
•  财产规划 

工作职责:

•  学习最新的金融管理和市场分析
•  向客人提供全面性的金融和财务建议
•  持续地管理投资组合
•  管理/开拓高质人际网络

 入职资格:

•  学士或以上 (欢迎准毕业生)
•  主动、整洁
•  善于交际、沟通、表达
•  有工作热情、好学、敢于挑战
•  对个人财务管理感兴趣
•  熟识国内业务，中英良好，操流利普通话者优先
•  欢迎毕业生及国内交流生

 单位优势:

•  海外会议及实习机会- 每年最少两次外游
•  与不同行业成功人士交流，迅速积累经验，丰富人生阅历，完成职业规划梦想
•  设有完善福利制度，每月津贴+佣金+年終獎金+福利: 每月 HKD 25000 以上 

All personal data collected will be used for recruitment purpose only will be treated in accordance with our Personal Data Policy, which will be destroyed within 6 months.

Interested candidates please click apply.