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.

Financial Advisor (5-days work,15-20k)

Job level Entry
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin
Location
Kwun Tong
Employment type Full Time
Benefits 5-day week, Childcare, Dental plan, Insurance plan, Medical plan, Mobile allowance, Shuttle bus
Industry Financial Services / Investment / Securities
Job function Accounting > Financial Analyst
Banking / Finance > Asset Management
Sales / Business Development / Customer Service > Direct Sales
Published On 03/03/2020
Salary (HKD) $15,000 - $20,000 / month

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 APPLY NOW

 

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