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We are hiring the right people to do the right thing in a right way

Do not hesitate to contact us

Job content

1. Professional Financial Services Provision to Clients

  • Wealth (risk) management and financial planning services to high-net-worth clients

  • Wealth Management & Portfolio Advices Investment Planning

  • Retirement Planning, MPF Management

  • Risk Management Planning

  • Professional Financial Services Provision to Clients

  • PRC Business & CIES (Capital Investment Entrant Scheme) Planning

  • Legacy Planning

  • Acquire Up-to-Date Financial Knowledge and News

  • Team Management

2. Team Management

  • Manage and further develop relationships with business partners, existing and potential clients

  • Attempt Planning Strategies for Constructing Team

  • Learn Recruiting & Managing

  • Share Marketing Strategies

  • Marketing and event planning

  • Self-branding skill workshops

  • Provide training to new partners 

Qualifications and Skills:

  • University undergraduates who will be graduated in 2019/2020

  • Holder of HKID card / Dependent VISA / IANG work VISA

  • Regional language ability (Cantonese / Mandarin / English) is preferred

  • An effective team player, with a sense of ownership and accountability

  • Customer-oriented, good communication and interpersonal skills, ability to develop strong and long-term relationships with existing and prospect customers

  • Work Smart Play Hard

Job offers:

  • Monthly Salary ($10k - $30k) + Attractive Commission + Year-end Bonus + Excellent Fringe Benefits

  • Well-structured and comprehensive training programs

  • Fresh Graduates & Mainland China Graduates & Relevant Graduates or above are accepted

  • Fintech tool support between clients and wealth planners.

  • Leadership by a team of experienced and well respected mentors

  • Support for Entry Level

  • Comprehensive Fringe Benefits and Overseas Trips every year

  • Medical scheme and study allowance


Send you resume to 

Title : Apply for Financial Planning Trainee


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