A professional financial planner reviews and analyses the current financial position of a client with the objective of preparing a personalized financial plan to achieve certain pre-determined financial objectives in the long term. The financial planner also helps the client to implement the strategy...

A professional financial planner reviews and analyses the current financial position of a client with the objective of preparing a personalized financial plan to achieve certain pre-determined financial objectives in the long term. The financial planner also helps the client to implement the strategy and to review and revise the financial plan from time to time to account for changes in life, life cycle and economic conditions. Other service providers, on the other hand, do not provide comprehensive personalized services. They also provide financial advice on specific areas such as asset protection, investment and retirement plans. Financial planning, however, encompasses all of these areas.

All-round Wealth Management Manager / Financial Planner ( Fresh University Graduates | Cantonese speaking )

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese
Location
Within Hong Kong
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Business Development
Travel / Tourism > Others
Published On 01/09/2021

 

Why do we need Wealth Management Manager / Financial Planner ?

 

  • Do you know if you have a financial objective to achieve in the short, medium or long term?
  • Do you want to revisit your investment strategy?
  • Do you have assets under your control which you want protection?
  • Do you have excess money which you want to invest rather than putting in banks?
  • Do you feel comfortable about maintaining your life style after your retirement?

 

The requirements to fulfill the role :

 

  • Hong Kong permanent residents
  • University Graduates ( Fresh graduates are also welcomed )
  • Fluency in Cantonese, able to read and write Chinese
  • Familar in using iPad
  • Good communication and presentation skill

 

Fringe benefits :

 

  • Targeted annual income with over HKD 500,000
  • Various bonus eg, Year-end bonus, On-target bonus, Exceed-target bonus, Recruitment bonus, Business bonus, Team competition bonus
  • Opportunities of overseas conventions and travel, with sponsorship of air fare and hotel accommodation
  • Flexible working schedule and style
  • Career development and advancement
  • Comprehensive on-going training

 

 

[ Important Notice for all applications ]

All personal data collected will only be used for recruitment related purpose only, will not transfer to the 3rd parties.

Each applicant can only be invited for the 1st round interview with ONE time only with the same role within latest 6-month, duplicated applications will be withdrawn.

Work Visa application will not be provided / sponsored for these openings.