We are a team of professionals specialized in providing financial solutions to high quality clients. Our expertise is ranged from assets protection, estate planning, Mandatory Provident Funds (MPF), retirement plans, business consultancy and professional accounting service.
We are inviting high caliber candidates to join our professional team to serve our clients.
Financial Planning Officer
jobsDB Ref. JHK100003004831055
Employer Ref. lo1feb14
- To provide comprehensive financial strategies to clients including risk management, wealth creation, retirement planning;
- To market retirement funds, personal investment & medical schemes to individual and corporate clients;
- To develop close relationship with clients and review their financial portfolio regularly;
- Work with a reputable insurance company for our business clients in insurance related issues;
- Potential clients will be assigned to you for follow up;
Persons to fit this post:
- Mature & good interpersonal skills
- Self-motivated, competitive, positive and willing to learn
- Degree holder in any disciplines, fresh graduates are welcomed
- Hong Kong citizens or work permit holders
- Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus
- On-going revenue from client's portfolio performance
- One year fast-track promotion program to management position
- Overseas conventions fully sponsored by the insurance company
- Comprehensive training program towards professional destinations
Our team leader is a winner of SCMP/IFPHK Financial Planner Awards - My Favourite Financial Planner of the Year (2012) who has years of experties in comprehensive financial planning and wealth management servicing in Hong Kong and China.