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, independentand sophisticated at working under pressure.

• Good numerical skill and business sense.

• Strong interpersonal, communication and presentation skills.

• Proficient at written English, Chinese and excellent at Mandarin.

• Candidates with valid Hong Kong Identity Card isa MUST.

Benefit:

1. Monthly pay 20K – 55K

2. Five-day work week

3. Work-life balance

4.Promotion opportunities

5. Performance bonus

6.Follow public/ general holiday

7. Provide a profession training