Fresh university graduates - Financial Planning ( entry role )

Job level Entry
Not Specified
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Banking / Finance > Private Banking / Wealth Management
Travel / Tourism > Others
Published On 07/08/2022


Financial Services

  • Investment portfolio designing and management
  • Risk mitigation and management
  • Succession and estate planning
  • Pension management
  • Corporate and personal insurance



  • Building long-standing relationships with clients
  • Analyzing client portfolios and recommending how they can improve their rate of return, risk exposure ( based on region or asset class ), and liquidity
  • Being well versed with different financial tools, products, and instruments based on client needs ( including leveraged investments, tax-deductible products, and fixed income products, insurance )


Career Development and Benefits

  • Title of Wealth Management Manager / Financial Planner will be granted
  • Convenience office location : Causeway Bay
  • Intensive training by top management
  • 1 to 1 training sessions with senior team leader
  • Fast track career to Manager and Senior Manager position
  • Monthly allowance / Attractive commission package + year-end bonus + comprehensive assorted benefits
  • Annual Company Trips


Our Requirements

  • University degree
  • Ideal Traits: Self-driven, ambitious, and sociable
  • Desirable Skills: Problem-solving, critical thinking communication, and presentation skills
  • Fluent in Cantonese or Mandarin


[ Important Notice for all applications ]

All personal data collected for the purpose of recruitment and business license only.

No work visa provided / sponsored for this opening.