Matrix Consulting
We look for entrepreneurial and top calibre candidates to join our professional team to offer all-rounded financial solutions including asset management, financial planning, savings managements, MPF & retirement planning, children’s education fund and passive income managements to clients. 
  • 24% of whole team achieved 2021 MDRT, including 1 COT and 1 TOT.
  • A young, aggressive and strong team from different industries and fresh graduates.
  • Back-up with elite brand of financial services for over 120 years and No. 1 MPF Scheme sponsor in Hong Kong
Our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.
Investment Trainee/Officer - Finanical Services (Salary: HK$10,000+)

We offer:

  • 5-days work and attractive remuneration package (15k above with attractive bonuses)
  • Professional training programme including mentorship support and leadership workhouse
  • Medical scheme & study allowance
  • Excellent career path and fast-track advancement opportunities


  • Provide comprehensive financial and investment advice to clients
  • Identify and recommend the high profitable segments 
  • Monitor and review investment portfolios
  • Maintain a high quality standard relationship with our existing clients


  • Hong Kong citizens or work permit holder is a must
  • Level 2 or Grade E (or above) in 5 subjects in HKDSE / HKCEE
  • Fresh graduate and IANG also will be considered
  • Candidates with oversea study or work experience is welcomed
  • Self-motivated, Independent, excellent presentation skills with ability to work effectively under pressure
  • Outgoing and willing to work in a team-oriented atmosphere


Job level Entry
Work Exp.
Education F.5 - F.7 or DSE
Language Chinese - Cantonese
Location Hong Kong
Employment type
Benefits 5-day week , Childcare , Dental plan , Insurance plan , Medical plan , Mobile allowance , Shuttle bus
Industry Financial Services / Investment / Securities
Job function Banking / Finance (Investment & Securities)
Insurance (Insurance Agent / Broker)
Sales / Business Development / Customer Service (Telemarketing / Call Centre)
Published On 25/07/2022