Consultant - Financial Planning / Wealth Management Manager

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Not Specified
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Others > Graduate Trainee
Published On 20/04/2021


Roles :

  • Provide financial and insurance services in exploring potential business opportunities and markets
  • Identifying sales opportunities for sales lead generation
  • Liaise closely with other functional teams to deliver quality services


Requirements :

  • Degree holder with interest in developing career in Finance and Wealth management industries
  • With permit to work in Hong Kong ( eg, Hong Kong residents / IANG )
  • Good command of both spoken and written Chinese
  • Strong communication, presentation and analytical skills
  • Applicants with valid IIQE license would be an advantage ( but not essential requirement )


In Return :

  • Rewardable income package ( eg, monthly allowance, uncapped commissions, on-target bonus )
  • Flexible working schedule after regular daily meetings
  • Examination fee for required licenses
  • Systematic training, market strategy and business planning programmes
  • Free overseas convention trips and travel


All personal data collected will be used for recruitment purpose only.