Financial Consultant (5-day work)

W.R.Y. Wealth Solution Co.
Base salary + high commission
Posted on 28 Sep 2020

Financial Consultant (5-day work)

W.R.Y. Wealth Solution Co.

Job Highlights

  • HKD17,000 to HKD25,000 with bonus
  • Associate or Degree holder or above
  • Overseas Incentive Trips

Job Description

W.R.Y. Wealth Solution Co.

We are a recruitment firm dedicated to the recruitment of professionals in the Banking & Finance industry within Hong Kong.  Our client, a Hong Kong listed company with a solid establishment history and strong fundamentals in the financial industry, is now looking for high caliber individuals to join their wealth management trainee program


Financial Consultant (5-day work)

 What you will be doing
  • Provide a comprehensive follow up and consolidation services to client’s current financial conditions including MPF, Insurance Protection, Saving Plan, Investment, Retirement, and the Family Trust.  A complete financial concept and asset protection to be shared and sustained for families.
  • Global investment portfolio setting. Responsible for full range of financial consultancy services including
               -   Risk Management / Asset Allocation
               -   Funds-related Advice
               -   General Insurance, Employee Benefits, and Insurance Protection
               -   Investment Immigration Services
               -   International Property Investment Services
               -   Trust Services / Estate Planning / Mortgage Referral

  • Monitor the client’s financial status and propose tailor-made financial strategy to satisfy clients’ needs
  • Prepare presentation materials and other necessary corresponding documentation for business development activities
  • Provide quality after-sales services to maintain long term client relationship
  • Build up your own team culture and become a team manager within 2-3 years
What we are looking for?
  • Associate or Degree holder or above, fresh graduates welcome to apply (Finance and Business Admin Majors will be an advantage)
  • Fun-loving person with a positive work ethic and an excellent contributing team player
  • Self motivated individuals who are determined to succeed in life and breakthrough self-limits
  • Excellent interpersonal and communication skills with an open-minded attitude
  • Good command of both English and Cantonese. Mandarin will be an advantage
  • Candidates with IANG visa are welcomed
Our Offer
  • 5-day work and attractive remuneration package (including medical protection, etc.)
  • Salary starting from HKD20,000 to HKD25,000 with bonus
  • Comprehensive orientation program and professional on-the-job mentorship program
  • Exciting career prospects and exposure to all aspects of the Financial Industry
  • Excellent opportunities to work with experienced managers who come from banking and financial sectors
  • Overseas Incentive Trips, Education Sponsorship
To Apply

Please send your detailed CV to email or whatsapp to +852 6242 2732 (Mr. Yim).  All information provided will be treated in strict confidence and used solely for recruitment purposes.  Only shortlisted candidates will be notified.

Additional Information

Career Level
Entry Level
Non-Degree Tertiary
Years of Experience
Job Type
Full Time, Part Time, Permanent, Temporary

Additional Company Information

Benefits & Others
Education allowance, Five-day work week, Flexible working hours, Medical insurance, Performance bonus, Travel allowance, Work from home