Matrix Consulting
We look for entrepreneurial and top calibre candidates to join our professional team to offer all-rounded financial solutions including asset management, financial planning, savings managements, MPF & retirement planning, children’s education fund and passive income managements to clients. 
  • 24% of whole team achieved 2021 MDRT, including 1 COT and 1 TOT.
  • A young, aggressive and strong team from different industries and fresh graduates.
  • Back-up with elite brand of financial services for over 120 years and No. 1 MPF Scheme sponsor in Hong Kong
Our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.
Wealth Specialist

A well leading financial institution in Hong Kong, we are currently seeking a high caliber professional to join our team to fill the following vacancy:



  • Hong Kong citizens or work permit holder is a must
  • University graduate in any discipline (preferably in finance discipline)
  • Fresh graduate and IANG also will be considered
  • Candidates with oversea study or work experience is welcomed
  • Self-motivated, Independent, excellent presentation skills with ability to work effectively under pressure
  • Outgoing and willing to work in a team-oriented atmosphere



  • Provide comprehensive financial and investment advice to clients
  • Maintain a high quality standard relationship with our existing clients
  • Identify and recommend the high profitable segments 
  • Monitor and review investment portfolios


We offer:

  • 5-days work and attractive remuneration package (15K above with attractive bonuses)
  • Medical scheme & study allowance
  • Professional training programme including mentorship support and leadership workhouse
  • Sponsorship for professional qualifications (CFP, CFA, RFP)
  • Incentive Trips & Overseas Conferences
  • Excellent career path and fast-track advancement opportunities


Interested parties please APPLY NOW

Personal data collected will be used for recruitment purpose only. Interview will be arranged by the employer for suitable candidates.

Job level Entry
Work Exp.
Education Bachelor Degree
Language Chinese - Cantonese
Location Kwun Tong
Employment type Full Time
Benefits 13-month pay , 5-day week , Dental plan , Insurance plan , Medical plan , Mobile allowance , MPF , Shuttle bus , Travel allowance , Year-end bonus
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance (Asset Management)
Banking / Finance (Investment Banking / M & A)
Banking / Finance (Research / Analysis)
Published On 22/06/2022