Financial Planning Consultant
Company Overview
We have the largest team of financial planners in Hong Kong and Macau*, now around 11,000, as well as an extensive network of brokerage and bancassurance partners who serve around 1.78 million customers. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers. We are one of the agencies under diamond family.
* As of 31 December 2014
Job Responsibilities:
1. Provide clients with comprehensive and professional one-stop fund analysis, multi-faceted protection, and financial solutions.
2. Provide clients with professional wealth management, retirement, asset allocation, and risk management solutions.
3. Expand the client base and provide follow-up services to existing clients.
4. Build and manage your own team, aiming for promotion to management level.
Benefits:
1. Monthly salary $15,000 - $50,000, generous commissions, monthly allowances, year-end bonus, and profit sharing. 2. Comprehensive career development training program provided by senior industry mentors.
3. Rapid promotion opportunities; outstanding performers will have the opportunity to be promoted to management level and build their own team within one year.
4. Professional logistical support, training courses, development support, and experienced team collaboration to help you become a top Million Dollar Round Table (MDRT) member in the industry.
5. Qualification to attend overseas business meetings and become a Million Dollar Round Table (MDRT) member.
6. Flexible work and training arrangements, and independent control of the marketing model.
Job Requirements:
1. HKDSE / Form 5 or equivalent (current graduates are welcome)
2. Detail-oriented, ambitious, positive work attitude, and outgoing personality.
3. Enthusiastic about work, team spirit, optimistic and eager to learn.
4. Excellent interpersonal communication skills.
5. Fluent in Cantonese and English; those who can communicate in Mandarin are preferred.
6. Major in business/accounting/finance or related subjects.
Personal data collected from applicants will be used solely for recruitment purposes and will be processed in accordance with our "Personal Data Policy," which applicants may request upon request. We reserve the right to modify these terms and conditions.
Job details
- Industry
- Financial Services / Investment / Securities
- Job Function
- Banking / Finance > Asset Management
- Location
- Kwun Tong
- Published On
- 16 Jul 2026