Job Descriptions:  - Assess clients’ financial situations by conducting financial needs analysis - Analyze and provide total package of financial services planning  - Provide comprehensive wealth management services to clients from Hong Kong and China market, including: 1. Risk Management 2. Retirement Planning 3. Asset Allocation 4. Estate Planning - Build up close business relationship with clients and review their financial portfolios - Build up and manage financial planning team Entry Requir...

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. Te...

Excellent Career Development Path Once the trainee has selected the best-fit business stream, some comprehensive and ongoing trainings will be offered to make sure a well-settled and productive profession will play a vital role to sustain the success in his/her own career path. Responsibilities: Organize business trips and investment seminars in developed area (e.g. Shenzhen, Shanghai, Beijing, etc.) to meet high net worth clients Monitor client financial status Provide investment consultancy se...

工作職責：   為香港、國內和海外客戶提供全面的理財分析服務，包括人壽保險、儲蓄、教育、投資或退休計劃。 為高凈值客戶提供專業的資產配置和風險管理方案。 拓展新客源，為現有客戶提供後續跟進服務。 建立及管理團隊，为期一年快速晋升。   職位要求：   具備大專/大學本科或以上學歷（任何專科） “非本地畢業生留港就業計劃”學生，國內在港畢業生（協助辦理IANG簽證）。 持香港永久居民身份證/香港居民身份證/IANG簽證/受养人签证 個性開朗，對工作積極主動，能正確面對壓力，有進取心。 自律，有責任心。善於規劃，獨立性強，願意學習。 有良好的人際溝通技巧和表達能力，善於團隊合作。 良好的中英文水平，有良好的國內人脈基礎及能講流利普通話者優先。    福利待遇：   每月津貼+佣金+年終花紅。首年可達HKD500,000~1,000,000 每年海外旅遊獎賞，業績優異者可獲免費海外會議旅遊高標準資格。 提供快捷的晉升通道（最快一年可晉升管理層）。 提供在職專業培訓，包括：財富投資管理知識及營銷概念 , 產品知識, 業務運作及法規。 高端市場開拓與策劃。 架構完備的全方位貼身強化培訓：由友邦精...

Requirements   DSE or above in any discipline (Qualifications in the Mainland will also be considered) New arrivals from the Mainland or IANG graduates are welcome to apply  Holders of valid Hong Kong identity card or valid work permits including IANG Excellent communication skills, positive and responsible Corporate with team spirit and willing to face challenges Successful applicant with more relevant experience may be offered a more senior position where appropriate. Responsibilities Provide ...

Responsibility: Support the business development by reviewing investment proposals, perform financial modelling and feasibility studies Perform marketing research and analyze business model, market and policies Draft research reports on potential acquisition targets or investment opportunities Analyze external economic trends, political and legislation changes, for their financial impact on the investments; Provide professional advice for clients on asset allocation, securities and futures, and ...

Job description and responsibilities: Studying financial management and data analysis skills Attending financial talks and financial workshops Following cases with Department Director Learning Professional Investment Planning for clients or companies Improving Self-continuous Studying Basic Four Sectors of Wealth Management (Saving, Retirement, Insurance & Investment) Entry Requirements: Degree Holder in All Disciplines HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANGs...

Requirements:   • Bachelor degree or above in any discipline (DSE graduates, or same qualification requirement from China may apply for Financial Planner / Manager Trainee) • Fresh graduates/ IANG students / Final year intern are welcome • Holders of valid Hong Kong identity card or valid work permits including IANG • Excellent communication skills, positive and responsible • Corporate with team spirit and willing to face challenges • Successful applicant with more relevant experience may be off...

Accounting Assistant Degree holder or above in Accounting/Finance or related disciplines Prior experience in handling insurance commission payout to sales team would be an advantage; Experience in system implementation is a plus Relevant working experience either in Insurance Industry Mature, integrity, aggressive, dynamic, self-starter, well-organized patient, independent & attention to details Initiative & good interpersonal skills; Immediate available preferred Good command of both wr...

AIA Premier Academy   Being to Manager, Wealth Management & Protection   A brilliant career awaits you at AIA Hong Kong   AIA Offers:   Monthly allowance, up to HK$50,000 + Attractive Commission package + Comprehensive fringe benefits Assist you to become internationally recognized Million Dollar Round Table (MDRT) at AIA Premier Academy Well-structured and comprehensive training programs Lead by a team of industry renowned and well recognized mentors   Management Trainee / Wealth Management...

Job Description Provide administrative and clerical support to Audit team Statutory audits ensuring compliance with regulatory reporting requirements and regulations; advice on application of acceptable accounting treatments for complex transactions; IFRS reporting Special audit/ other assurance/ financial due diligence for local and cross-border capital transactions Checking of the internal control system and providing recommendations for improvements Prepare tax computation and returns Any ad ...

現誠聘有自信，有自我管理能力，及具備成熟人脈網絡 或 金融相關經驗人士加入。   主要工作 顧問服務   產品銷售   售後服務   主要銷售產品 高端醫療保險   大額萬用壽險   大額內地保單   私人銀行保費融資   退休方案   兒童教育基金     我們提供 全面的培訓課程   自由時間、工作地點   資深顧問協助設計計劃，面談，及售後服務   中港兩地保單賠償經驗   無上限的佣金和表現獎金...

Program aims: To help university students establish positive financial management concepts; Understand the importance of financial planning to the growth of life; and Gain valuable internship opportunities before work and participate in today’s commercial world Program Contents: Attend Licensing Courses of IIQE Paper I and III (including courses and examinations) Introduce insurance and financial service industry Go through the whole cycle of finical planning with cases sharing Study financial n...

Job Description   We are looking for: Hong Kong permanent resident / certificate of work permit in Hong Kong (including IANG and dependant visa) Degree holder   in all discipline, or students looking for Internships , Fresh Graduates , Overseas Students are welcomed. Energetic and outgoing Mature, self­-motivated, hardworking and willing to learn Experience in banking industry or background in mainland will be an advantage Fluent in Cantonese, English and Mandarin is an advantage     Responsibil...

Job Description Job Responsibilities To be trained to be professional and specialize in the financial industry To explore your career possibilities and lead your team Identify the needs of clients and provide professional financial advices Update latest financial news Two main categories  1. Team development Attempt planning strategies for constructing team Learn recruiting and managing team Share marketing strategies in team 2. Providing professional financial services Retirement planning Inves...

Job Description 我們提供： - 每月津貼、具有吸引力的佣金及全面的附加福利，幫助您建立自己的社交網絡和商業模式。 - 由行業知名導師團隊領導，良好結構及全面的培訓計劃。 - 海外旅行和會議由公司完全贊助。 友邦保險集團 友邦保險於1919年成立，在1931年開始經營香港的業務。一直以來，友邦香港及澳門以前瞻性視野領先業界， 為客戶提供最適切的保障和理財方案，滿足不同人生階段的需要及期望。友邦香港及澳門對本地經濟、社會及 市民作出長遠的承擔，為不同的持份者以至社會創造共享價值，並在推動經濟及社會發展中擔當領導角色，為 香港以至整個亞太區作出貢獻，積極地助大家活出「健康長久好生活」。 MDRT 百萬圓桌(Million Dollar Round Table, MDRT)，壽險理財專業人士的最高組織(The Premier Association of Financial Professionals®)，成立於1927年，是一個獨立的國際組織。會員超過66,000名，遍佈世界72個國家500多家公司，均是世界一流的壽險與金融服務專業人士。百萬圓桌會員都具有出色的專業知識、嚴謹...

Job Description We are looking for: Self­-motivated and disciplined Willing to share Team player Leader of the future Entrepreneur-alike mindset Fresh graduates are welcomed (Experience in associations of universities is an advantage) At least one-year experience related to selling is highly preferred   Career Path:   1. Professional Personal Financial Planning (Personal Production) Wealth Management & Portfolio Advice Investment Planning Retirement Planning PRC Business & CIES (Capital ...

Job Duties: Following bookings, enquires and transactions Assisting to prepare medical & transactions reports according to instructions Assisting nurses and radiographers to carry out daily medical routine Other clerical duties including filing, scanning & retrieving medical records in an organized manner Requirements: HKDSE / HKALE or above 1 year working experience preferred (Fresh Graduates will also be considered) Proficiency in PC knowledge including Microsoft Excel, Word and Chines...

Responsibilities: Handle full spectrum of company secretarial duties for Hong Kong listed company and Hong Kong and offshore group companies;; Take an important role in managing group compliance matters, on shores and off shores; Responsible for handling annual maintenance and other projects include but not limited to annual/interim reports, announcements, circulars, notes issuance, corporate finance projects and other ad-hoc projects; Prepare board, committee and shareholders’ meeting materials...

Job Descriptions: Act as a facilitator between system development team and end users. Deliver user request and feedback to the team for system modification and new functions development Provide user support on system operations e.g. ERP, CRM, OA, etc. Offer helpdesk and network support to the offices. Assist and involve in various IT projects and other ad hoc assignments as required  Requirements: Diploma or above, preferably in IT / Project Management / Business Administration or related discip...