Financial Consultant

    Location: Causeway Bay, Wan Chai District

    Job Type: Full time

    Salary: $35,000 – $45,000 per mon

    Key Responsibilities and Duties

    • Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients
    • Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
    • Develop and expand existing network through customer relationship management
    • Lead team and implement strategic planning for team management

    Requirements

    University level education is an advantage OR

    HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / “Attained” or above) plus relevant work experience

    Experience in handling offshore and mainlander segment will be an advantage

    Good communication and interpersonal skills

    Good command of Chinese


    Our Benefits:

    Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

    Visa Support

    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

    Comprehensive Medical Coverage, Life Insurance & Retirement Packages

    Overseas trips and conventions

    Dynamic Working Environment, Flexible Working Hours

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