- Assess clients’ financial situations by conducting financial needs analysis
- Analyse and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
We look for:
- Degree holder in all discipline (Fresh graduates will also be considered)
- Mature, self-motivated, hardworking and willing to learn
- Energetic, passionate and outgoing
- Good interpersonal and communication skills
- Fluent in Cantonese or Mandarin, and English
- Experience in banking industry will be an advantage
- Experience in aviation/tourism and hospitality/retail/beauty/fitness industry are welcomed
- Expected salary per year: HKD 550,000 or above
- Professional training and mentor program (Pre-job and on-job training on how to be MDRT qualifier)
- Excellent career path to management level
- Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits
- Overseas trips and conventions
- IIQE Paper 1 & 3 Licensing Training
Hong Kong ID Card Holders and IANG visa Only
Interested parties please send full CV by clicking “Apply Now” button.
All information provided by applicants will be treated in strict confidence and used for recruitment purpose only.
‘CL-PRO’ embraces the core values of Professional, Productive & Proactive.
We are a group of young, energetic and ambitious talents who are committed to provide professional & tailor-made wealth management services to individuals, more than 50% of our talents with master’s degree or above qualification. Most important, we have created a legend of 4 generations of TOT* in 2018.
Apart from providing a comprehensive training in the field of medical, investment & law for CL-PRO teammates, we further encourage our teammates to better equip themselves with professional qualifications, such as CFA, CFP, FRM.
In addition, CL-PRO’ equally stress the importance of community’s contribution. We regularly organise different team building activities, especially devoted ourselves to support different social services at the community level.
*TOT = Top the Table Member, 6*times of MDRT requirement