Wealth Management Trainee / Financial Planner 财富管理见习理财经理/ 财务策划师招募 (Annual 350k/above IANG welcome)

Job level Entry
Work exp No work experience
Education Master Degree
Language Chinese - Mandarin, English
Location Hong Kong Island
Employment type Full Time
Benefits 5-day week, Flexible working hours, General holidays, Medical plan, Performance bonus, Stock option, Year-end bonus
Industry Insurance
Job function Insurance > Insurance Agent / Broker
Banking / Finance > Private Banking / Wealth Management
Published On 28/09/2016

Wealth Management Trainee / Financial Planner  财富管理见习理财经理/ 财务策划师

  • Develop and present financial concepts and plans to clients;
  • Actively meet and approach clients for individual needs;
  • Offer information and guidance on topics that include insurance, investments and savings;
  • Provide top-tiered and tailor-made financial services to clients and after-sales services;
  • Recruit and coach new team members 



  • Master Degree holders in business, Legal or finance preferred (Bachelor degree or other disciplines may be considered);
  • Hong Kong identity card holder and IANG graduates from any Hong Kong Universities;  
  • Good analytical and presentation skills;
  • Entrepreneurial, proactive, target-orientated, and service-orientated



  • 为客户提供专业的财务策划服务,包括环球财富管理丶家庭保障、风险管理和专业的投资意见
  • 拓展客户资源以开创商机;根据客户需要提供合适的量身定做的财务规划建议,并提供优质的后续服务;
  • 与客户维持紧密的关系,定期了解他们的财政需要及检讨现有财务计划;
  • 为香港本地雇员提供自选强积金服务;
  • 为公司客户推广团体福利服务;
  • 负责招聘、管理及训练新员工;



  • 持香港身份证或香港大学毕业的内地毕业生(须持IANG签证)
  • 见习理财经理:硕士学位或以上(就读工商、法律及金融专业优先考虑);理财顾问: 本科或高级文凭可获考虑
  • 诚实可靠、有上进心及责任感;
  • 良好人际关系及沟通技巧;
  • 渴望发展个人事业。



  • Lucrative monthly allowance14k-25k base salary negotiable + full commission package + year-end bonus
  • One-month full time and one-year on-the-job professional training program
  • One-year fast track promotion program to Assistant Unit Manager
  • Subsidized program for CFP, Chartered FC, RFC
  • Incentive overseas trips & conventions



  • 每月最高底薪$14,000至$25,000 (视乎学历及工作经验)+ 佣金  +年终奖金,
  • 入职后提供一个月的友邦精英学院全面特训及一年在职专业持续培训;
  • 可一年快速晋升至助理营业经理,早日晋升管理阶层;
  • 业绩奖赏可免费参加海外旅游及会议;
  • 提供公司团体人寿及医疗保障;
  • 资助持续专业培训计划,考取专业资格 (CFP、CFC, AFP, CFP);



Interested parties please send detailed resume / C. V. with confidence by email toaiahkrecruit@outlook.com All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.