Our people are our greatest assets, and we committed to provide an environment where you can thrive and be successful.

Our people are our greatest assets, and we committed to provide an environment where you can thrive and be successful.

University Graduate Trainee - Portfolio, Protection and Risk Management

Job level Entry
Education Bachelor Degree
Location
Causeway Bay, Fortress Hill, Quarry Bay
Industry Insurance / Pension Funding (MPF)
Job function Accounting > Others
Sales / Business Development / Customer Service > Account Servicing
Travel / Tourism > Others
Published On 01/10/2022

About the job

Dynamic workplace with talented and professional colleagues who are passionate about their work - this has enabled you to excel in both you career and in life. To start your journey, you will be taking part in our well-planned pre-job arrangement of getting to know us. Deep dives into our purpose, strategy, and values and how they impact what we do.

 

Job Descriptions:

  • Provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions
  • Identifying needs of clients and providing professional financial advice
  • Develop and maintain close relationship with clients and review their financial portfolios periodically  
  • Develop and build your own team by implementing strategic planning for team management
  • Providing financial analyst, investment, saving, retirement, MPF and risk management services
  • Provide quality after-sales services to maintain good customer relationship

 

We look for:

  • Drgree holder
  • Fresh graduates and IANG visa holders will also be considered
  • Excellent conversation level in Chinese
  • Good communication and presentation skill

 

We offer:

  • Professional pre-job and on-job training will be provided
  • IIQE paper 1, 3 & 5 licenses examination with examination fee subsidy
  • Flexible income package ( annual target income may reached HKD420,000 ) and year-end bonus
  • 1-year fast track to management level and annually overseas convention trips for outstanding calibres
  • Title of Wealth Management Manager / Financial Planner will be granted at the beginning
  • Flexible working hours after morning meetings

 

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All personal data collected for the purpose of recruitment and business license only.
No work visa provided / sponsored for this opening.