Financial Planning Officer / Manager

Job level Senior
Education Associate Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location Kwun Tong
Employment type
Benefits Dental plan, Insurance plan, MPF, Year-end bonus
Industry Insurance
Job function Banking / Finance > Asset Management
Banking / Finance > Investment & Securities
Sales / Business Development / Customer Service > Customer service / Sales Support
Published On 24/10/2016

Job Descriptions

  • To provide comprehensive financial strategies to client including Risk Management, Wealth Management and retirement planning, MPF, Group Medical Insurance
  • Analyse the needs of clients in different stages of life
  • To take a positive leadership role in building and leading a professional team


  • Degree holder in all discipline (Potential graduates are also welcome)
  • Finance industry is NOT a must
  • Be self-motivated, target-oriented and 'Can-do' attitude is necessary
  • Fluent in Cantonese or Mandarin, and English
  • Excellent communication and interpersonal skills
  • We Offer

Comprehensive and continuous professional training program

  • Flexible working hours
  • No-ceiling monthly bonus + Management bonus + Year-end Bonus
  • Mortgage loans, Medical & Life Insurance and Provident Fund
  • Oversea trips and conventions