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Dicky Suen & Company Ltd.

Wealth Management Trainee  (Fresh Graduates are welcomed)

公司簡介

We have the largest team of financial planners in Hong Kong and Macau*, now around 11,000, as well as an extensive network of brokerage and bancassurance partners who serve around 1.78 million customers. Our products range from individual life, group life, accident, medical and health, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers. We are one of the agencies under diamond family.

 

* As of 31 December 2014

Job Descriptions 

1. Professional financial services provision to clients 

  • Wealth management and portfolio advices 

  • Investment planning 

  • Retirement planning 

  • Risk management planning 

  • PRC business & CIES (Capital Investment Entrant Scheme) planning 

  •  

2. Team management 

  • Attempt planning strategies for constructing team 

  • Learn recruiting & managing team 

  • Share marketing strategies in team 

 

Benefits   

  • Monthly allowance (HK15,000 - HK50,000) + attractive commission and performance bonus package + year-end bonus + comprehensive fringe benefits 

  • Comprehensive training programs for professional advancement 

  • Excellent career path to management level, fast-track advancement and promotion opportunities. Outstanding individuals will be promoted to management positions within 12 months  

  • Professional training program (Pre-job and on-the-job training on how to be a management manager) 

  • Overseas trips and convention 

 

Requirements 

  • Bachelor degree or above is an advantage 

  • Mature, self-motivated, hardworking and willing to learn 

  • Energetic and outgoing 

  • Good interpersonal and communication skills 

  • Fluent in Cantonese and English is a must, Mandarin is an advantage 

  • Mainland Chinese graduates (IANG) and Dependent VISA holders are welcome 

 

All personal data collected will be used for recruitment purposes only and will be treated in accordance with our Personal Data Policy, which is available immediately upon request. We reserve the right to modify the terms and conditions. 

職位詳情

行業
金融服務 / 投資 / 證券
職能
銀行 / 金融 > 客戶 / 關係管理
地區
觀塘
發佈日期
2026年7月16日
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