With the flourishing growth of financial industry in Hong Kong, the demand for quality financial service advisors to serve this community has become a necessity. We conduct our business according to an operating philosophy of “ Doing the Right Thing, in the Right Way, with the Right People. “As...

With the flourishing growth of financial industry in Hong Kong, the demand for quality financial service advisors to serve this community has become a necessity. We conduct our business according to an operating philosophy of “ Doing the Right Thing, in the Right Way, with the Right People. “

As a Consultant with us, you will embark on a straight through career progression and development with us.

The Insurance Wealth Planning Counsellors – University Graduates

Job level Entry
Education Bachelor Degree
Location
Not Specified
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Marketing / Public Relations > Others
Sales / Business Development / Customer Service > Account Servicing
Published On 01/10/2022

 

For a start, you will be primarily in charge of client acquisition, both Corporates and Consumers. We provide advisory not just on insurance, endowment and annuities, but also value add in corporate solutions ( Business-To-Business ), business succession planning, legacy planning, will & trust planning, as well as unit trusts. With an emphasis on understanding client's financial needs thereby proposing appropriate solutions, you will also proactively build long term client relationship. You will also be actively involved in events and lead generation sessions.

 

Team Culture

 

Everyone is just so approachable here

There are knowledgeable leaders who sincere in helping the team members all the time

Such a friendly environment here, definitely feels more like family than a workplace

Your mentor will customize your learning to suit your personality and pace

 

Requirements

 

Degree Holder

Fluent Cantonese / Mandarin speaker

Eligible to work in Hong Kong ( IANG are also welcomed )

Attention to details, good listening skills and keen sense of customer service

 

Benefits

 

Office located at Causeway Bay, Hong Kong

Title of Wealth Management Manager / Financial Planner will be granted

No limits to income and huge fulfilment for growth while being in control of work priorities and family commitments too

Competitive income structure with allowance, commission, bonus, cash and leisure rewards, various business competition with rewards, overseas travel incentive, etc.

Clear career advancement structure which promotion only based on your performance

Learning opportunities which not just focused on Finance related, also Medical and Law sometimes

You will progress to the management level in coming future, in which you will further develop yourself in areas such as hiring, training and mentoring

 

We thank all applicants for their interest and regret that only shortlisted candidates will be notified. All person data will be collected for recruitment and business license purpose only.