Financial Planner / Senior Financial Planner / Management Associate, Wealth Management

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Location
Quarry Bay
Employment type Full Time
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 11/10/2019

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.

 

We offer:

  • Monthly allowance plus attractive commission and performance bonus
  • Comprehensive training programs for professional advancement 
  • Fast-track advancement opportunities.
  • Flexible working time.
  • Overseas study opportunity, and opportunity to join the international career sharing

 

Job description and responsibilities:

  • Provide different types of life insurance products, financial planning, savings management, retirement planning and children’s education fund to clients.
  • Maintain market and customers' relationship in mainland.
  • Plan and implement promotion activities.
  • Share career experiences.

 

Job Requirements:

  • Legal working permission in Hong Kong
  • Degree and above
  • Candidates passed IIQE, PAPER I , PAPER III are preferred. 
  • Fresh graduate is warmly welcomed.

 

 

Candidates with tertiary education and/or above are welcome for Senior Financial Planner. Financial Planner application may be considered for candidates with less qualification.

 

Interested candidates please click or email to christine.fong.aiahk@gmail.com or call 9314 0279.