Job Responsibilities
- Deliver comprehensive and high-quality financial planning solutions to high-net-worth and mass affluent clients
- Manage and grow an existing client portfolio, ensuring long-term relationship development
- Provide strategic wealth management advice across protection, investment, and legacy planning
- Lead business development initiatives and drive new client acquisition
- Mentor and support junior team members where appropriate
- Stay ahead of market trends and provide insights to clients on financial strategies
Job Requirements
- Minimum academic qualification: HKDSE (Level 2 or above in 5 subjects including Chinese/English and Mathematics), or HKCEE (Grade E or above in 5 subjects including Chinese/English and Mathematics)
- 3+ years of proven experience in financial services / wealth management / insurance industry
- Strong track record in sales performance and client portfolio management
- Excellent communication, presentation, and relationship-building skills
- Highly self-driven, results-oriented, and able to work independently
- Holder of IIQAS qualifications is required; CFP / CFA preferred
- Proficiency in Cantonese, English, and Mandarin preferred
We Offer
- Access to a diversified platform of financial products (independent advisory advantage)
- Fast-track career pathway to leadership / team management roles
- Strong branding, marketing, and operational support
- Opportunities to attend exclusive overseas conventions and high-level incentive trips