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 Requirements:

· University graduates with Bachelor or master’s degree in any discipline.

· Self-motivated with strong drive to succeed.

· Hardworking, detailed-oriented, independent and sophisticated at working under pressure.

· Good numerical skill and business sense.

· Strong interpersonal, communication and presentation skills.

· Proficient at written English, Chinese and Mandarin.

· Candidates with valid Hong Kong Identity Card is a MUST.

Benefit:

· Five-day work week

· Work-life balance

· Promotion opportunities

· Performance bonus

· Follow public/ general holiday

· Provide professional training