Wealth Management and Protection Consultant / Trainee

Job level Middle
Education Bachelor Degree
Causeway Bay
Employment type Full Time
Benefits Dental plan, Education subsidies, 5-day week, Flexible working hours, Shuttle bus, Insurance plan, Medical plan, Home office
Industry Financial Services
Job function Insurance > Insurance Agent / Broker
Construction / Property > Others
Sales / Business Development / Customer Service > Retail Sales
Published On 19/01/2018

We looking for Wealth Management and Protection Consultant to assisting our clients to meet their life goals through proper management and planning of financial resources.

Our Objectives

  1. Understanding and analysing clients' needs and life goals;
  2. Providing professional financial advice and developing tailor-made wealth management plans;
  3. Implementing, revising and monitoring the plans. 

We offer

  1. Wide exposure in financial area
  2. Professional path to CFP
  3. Career path to management level
  4. Comprehensive training program supports, Mentor guidance
  5. Monthly allowance + Attractive commission package + Year-end bonus + Comprehensive fringe benefits

Don't hesitate! Interested parties please click APPLY NOW! for a discussion.

Our office @ Whole Floor, 17/F, Lee Garden Two, Causeway Bay.

or contact our Senior Manager Mr. Saxon Tang at 9130 0500.