Wealth Management Consultant / Wealth Management Trainee

Job level Middle
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Benefits 5-day week, Dental plan, Education subsidies, Flexible working hours, Home office, Insurance plan, Medical plan, Shuttle bus
Industry Financial Services / Investment / Securities
Job function Construction / Property > Others
Insurance > Insurance Agent / Broker
Sales / Business Development / Customer Service > Retail Sales
Published On 30/12/2020

We looking for Wealth Management 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.