Saved
More jobs from this company >

HPI Financial Group, aims to provide our clients with all-round services at the highest standard, providing financial services to traders in Hong Kong and China region. HPI Financial Group operates through its various arms: online trading services, covering forex, indices and commodities. We also involved in investment immigration, properties, wine, watch & jewelry businesses.

「言成金融集團」致力讓客戶享受到最高質素的專業服務。客戶公司由多名資深專業顧問開設,熟悉法律、會計等專業範疇,提供專業投資顧問服務。公司服務範圍廣泛,主要業務為創投資本、私募基金、房地產、紅酒、鐘錶珠寶等項目投資。業務以中國大陸為重心,分佈於中港兩地。

HPI Financial Group, aims to provide our clients with all-round services at the highest standard, providing financial services to traders in Hong Kong and China region. HPI Financial Group operates through its various arms: online trading services, covering forex, indices and commodities. We also involved...

HPI Financial Group, aims to provide our clients with all-round services at the highest standard, providing financial services to traders in Hong Kong and China region. HPI Financial Group operates through its various arms: online trading services, covering forex, indices and commodities. We also involved in investment immigration, properties, wine, watch & jewelry businesses.

「言成金融集團」致力讓客戶享受到最高質素的專業服務。客戶公司由多名資深專業顧問開設,熟悉法律、會計等專業範疇,提供專業投資顧問服務。公司服務範圍廣泛,主要業務為創投資本、私募基金、房地產、紅酒、鐘錶珠寶等項目投資。業務以中國大陸為重心,分佈於中港兩地。

Financial Planner / Investment Consultant

Job level Entry
Work exp No work experience
Education F.5 - F.7 or DSE
Language Chinese - Cantonese
Location
Tsimshatsui Kowloon, Hong Kong
Employment type Full Time
Benefits 5-day week, Additional subsidies
Industry Financial Services
Job function Banking / Finance > FX & Money Markets
Banking / Finance > Risk Management
Banking / Finance > Others
Published On 27/01/2018 2018-01-27

Financial Planner / Investment Consultant

 

 


Responsibilities:

  • Serve clients and provide professional financial need analysis & planning to cater for their financial needs including Wealth Management, Retirement planning, Risk Management, MPF, Forex, Bullion and Options.
  • Develop and explore business opportunities.
  • Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business.
  • Offer support services to a client base of individual client covering Hong Kong and overseas.
  • Assist execution on trades
  • Develop good quality of new business from various distribution channel.
  • Prepare daily financial analytic reports.
  • Research work on key leverage points of products.
  • Assist in seminars, expos, marketing projects and campaigns.
  • Conduct presentations in greater China region.
  • Assist in providing financial market insight to media (newspaper/magazine/radio/TV station).
  • Assist Senior Managers to review and monitor clients' portfolios and develop appropriate investment strategies
  • Work closely with other teams to offer suitable products and services within our wide product platforms.  
  • Perform regulated activities and ensure full compliance with internal and external requirements on relevant regulated activities. 

Benefits:

  • 5 days working week
  • Comprehensive training program and professional research support
  • Fast Track promotion for career development to management level
  • Several overseas trips and conventions every year
  • Attractive remuneration packages including commission, bonuses, allowance and fringe benefits
  • Medical coverage and performance bonus
  • Flexible working hour
  • Subsidies to related professional certification

投資策劃經理 / 戶經理

主要工作職責:

負責公司的投資工作,包括但不限於:

  • 提供全面的金融策劃,為客戶策劃風險管理,財富管理,退休計畫,產品包括基金、保險、債券、強積金、外匯、期權、商品等;
  • 進行外匯,商品和全球指數等分析工作,發掘潛在風險及提出獨特見解;
  • 為客户提供交易產品的實時行情分析建議提供教學,分析報告及評論;
  • 主動聯絡並解答客户疑問,與客户建立良好關係,拓展香港,中國及海外市場業務;
  • 協助執行相關的交易;
  • 更新公司每日投資台賬;
  • 建立、維護與更新投資者資料庫;
  • 建立並服務公司的業務合作夥伴;
  • 協助高級投資經理進行投資業務的開發與篩選,評估項目的投資價值與風險,撰寫盡職調查、可行性分析報告。 


待遇及福利:

  • 五天工作週;
  • 綜合培訓計畫;
  • 特快晉陞計畫;
  • 海外旅遊和公幹;
  • 豐厚薪酬待遇,包括傭金,獎金,津貼和福利;
  • 公司提供不同的生意機遇和新客源;
  • 定期提供專業在職培訓;
  • 提供工作簽證給合適的「IANG」內地交流生;
  • 提供相關牌照考試資助和獎賞。