Independent Financial Planner (5-day work)

Job level Entry
Work exp No work experience
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Eastern District
Employment type Full Time
Benefits 5-day week, Education subsidies, Insurance plan, Performance bonus, Travel allowance
Industry Financial Services
Job function Banking / Finance > Fund Management / Hedge Fund
Banking / Finance > Investment & Securities
Banking / Finance > Others
Published On 18/06/2018
Salary (HKD) $14,000 - $20,000

Independent Financial Planner


  • To assess client's financial status by conducting financial analysis
  • Provide one stop and comprehensive financial services, risk management, retirement planning, asset allocation, estate planning
  • To build up close relationship with clients and review their investment portfolios periodically
  • To assist in management work for developing a new team
  • Client prospecting, relationship building and maintenance through outstanding personalized services
  • To perform regular customer contact and portfolio review


  • Bachelor degree holder or above in all disciplines, preferably with major in Business Administration, Finance, Accounting, Economics or relevant discipline
  • Fresh graduate and Mainland Chinese graduates (IANG scheme) will also be considered
  • Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
  • Excellent interpersonal and presentation skills, self-motivated and independent
  • Strong interpersonal, communication and problem solving skills
  • Excellent working attitude and willing to learn

We offer:

  • Excellent career path to management level
  • 5-Days Work and attractive remuneration package
  • Medical scheme & study allowance
  • Attractive remuneration package
  • Travel incentive, study allowance, medical scheme
  • Comprehensive training program and mentorship program


Candidates interested in applying for Management Trainee/ Graduate Trainee should submit their resume to

Information collected will be used solely for the purpose of selection. Information of candidates not selected will be destroyed in 3 months.