Job Responsibilities
- Provide professional financial planning services to clients, including protection, savings, investment, and retirement planning
- Identify clients’ financial needs and recommend suitable wealth management solutions
- Build and maintain long-term client relationships through regular reviews and follow-ups
- Support business development activities to expand client base
- Keep up-to-date with market trends, financial products, and regulatory requirements
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)
- 1–3 years of sales / client-facing experience, preferably in financial services or related industries
- Good communication and interpersonal skills
- Self-motivated, proactive, and able to work independently
- Outgoing personality with strong desire for career development
- Holder of IIQAS qualifications is required; CFP / CFA will be an advantage
- Proficiency in Cantonese, English, and Mandarin preferred
We Offer
- Structured professional training and mentorship program
- Clear career progression to Senior Wealth Manager and beyond
- Continuous learning and professional qualification support
- Opportunities for overseas conventions and incentive trips