Financial Planner (Welcome to Fresh graduates and IANGs)

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Benefits 5-day week, Flexible working hours, Insurance plan, Performance bonus
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Accounts Clerk / Accounts Assistant
Banking / Finance > Investment & Securities
Others > Others
Published On 28/02/2019

Are you very driven to succeed?

Do you want to build your own business?

Are you strive towards the target?


We are looking for you to join our team and support this fast-growing industry.



l Bachelor Degree holders (Fresh graduates are welcome)

l Be able to work in Hong Kong (Work permit/Visa in Hong Kong)

l 1-2 years of working experience in related discipline will be an advantage

l Excellent interpersonal and communication skills

l High level of confidence, strong desire to achieve and succeed

l Good command of spoken and written Chinese, fluent in mandarin will be an advantage



l Provide appropriate financial plan to clients

l Provide investment recommendations to clients through constant communication

l Market news update to clients and analyze financial data

l Provide wealth and protection management (i.e. insurance products, MPF, saving management, retirement planning, tax planning, children’s education fund)

l Prepare and revise financial plans for clients

l Ability to build relationships by providing superior customer service

l Expand the personal customer network, ability to generate new clients through networking and referrals


We offer:

l Annual salary can reach Hk$500,000+

l Attractive year-end-bonus and monthly allowance

l 18 months Professional Executive Training Programme and consistent support from team

l A fast promising career path to management level

l A minimum of 2 overseas company trips per year

l Gain accreditation from internationally acclaimed Million Dollars Round Table association


Interested candidates please clicking ‘’ or send your resume by clicking

You can contact Steven at 3727 7100 or 9771 1276.