We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and...

We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

Asset Management Consultant

Job level Entry
Education F.5 - F.7 or DSE
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Kwun Tong
Employment type Full Time
Benefits 13-month pay, 5-day week, Dental plan, Insurance plan, Medical plan, Mobile allowance, MPF, Shuttle bus, Travel allowance, Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 16/09/2019

A well leading financial institution in Hong Kong, we are currently seeking a high caliber professional to join our team to fill the following vacancy:

 

Requirements:

  • Hong Kong citizens or work permit holder is a must
  • University graduate in any discipline (preferably in finance discipline)
  • Fresh graduate and IANG also will be considered
  • Candidates with oversea study or work experience is welcomed
  • Self-motivated, Independent, excellent presentation skills with ability to work effectively under pressure
  • Outgoing and willing to work in a team-oriented atmosphere

 

Duty: 

  • Provide comprehensive financial and investment advice to clients
  • Maintain a high quality standard relationship with our existing clients
  • Identify and recommend the high profitable segments 
  • Monitor and review investment portfolios

 

We offer:

  • 5-days work and attractive remuneration package (15K above with attractive bonuses)
  • Medical scheme & study allowance
  • Professional training programme including mentorship support and leadership workhouse
  • Sponsorship for professional qualifications (CFP, CFA, RFP)
  • Incentive Trips & Overseas Conferences
  • Excellent career path and fast-track advancement opportunities

 

Applications:

Interested parties please

 

Personal data collected will be used for recruitment purpose only. Interview will be arranged by the employer for suitable candidates.