Since 1995, our financial
planners have been serving customers in Hong Kong and Macau. By advising on their financial strategies, we strive to help customers seize the future with
our professional analysis..Financial planning helps people achieve their goals. Our financial planners are experts in helping customers select the right products to achieve their dreams.
Rated as the “Best job in the United States” by the Jobs Rated Almanac in 2001, financial planner is a rewarding profession to unleash
your talent and help others realise their dreams using professional knowledge.
FUTURE BUSINESS DEVELOPMENT:
The Dawan bay area is a dynamic economic hub in South China and features an array of fascinating destinations.
As the insurance hub of the Asia-Pacific region and the financial core of the Greater Bay Area, mainland media
pointed out that the Guangdong, Hong Kong and Macau Bay Area insurance market has great potential.
Statistics show that in 2017, Guangdong's GDP exceeded 8.9 trillion yuan; annual premium income was 430.46 billion, up 12.7% year-on-year.
According to the White Paper on 2017 China's High Net Worth Population Wealth Management Demand, nearly 70% of respondents consider cross-border
This is a unique opportunity to experience the illustrious Private Wealth Management Industry.
THE ROLE OF A FINANCIAL PLANNER:
keep close watch on customers’ finances and serve as a close companion on their life journey
offer professional financial advice for customers, helping them to identify problems, solve crises and avoid investment mistakes
- Financial Instructor: to educate customers of the importance of wealth management, and assist them to know more about various financial tools in order to achieve their goals right away
- Financial Caregiver: to accompany customers across every life stage, fully attend to their financial needs and give advice and reminders aptly
- Financial Nutritionist: to strengthen customers’ finances for the prosperous growth of their assets
- University graduate or above
- Good social media/marketing skill
- Can speak Cantonese/Mandarin
- Good interpersonal and communication skills
- Good knowledge of financial operations ideally
- Welcome Fresh Graduate/ IANG holder/ PRC Dependent visa holdersAustralia
Sydney Melbourne Canada toronto UK England 輸入內地人才入境計劃 IELTS toefl 託福 普通話 中文大学 金融学 硕士 香港大學 珠海書院 恆生商學 IANG 移民 移民香港 香港大學 香港理工大學 浸會大學 樹仁大學 嶺南大學 教育學院 科技大學 精算 藝術 旅遊 數學 中文 歷史 科學 大學 溫州 潮州 瀋陽 常平 東莞 北京 杭州 蘇州 深圳 陝西 湖南 河北 廣東 雲南
重慶 武漢 南京 瀋陽 福建 廈門 廣州 珠海 海南 重慶 天津 南京 汕頭 青島 哈爾濱 杭州 天津 佛山 江門 西安 昆明 蘇州 大連 長春 九江 海口 上海 哈爾濱 成都 石家莊 烏魯木齊 清華 北大 浙江 復旦大學 華中 交通 武漢 吉林 中山 常平 珠江
- Medical benefits
- Very Attractive Performance bonus and subsides:
- Competitive remuneration package
- Attractive performance bonus
- Incentive trip/overseas conference
- year-end bonus
- Financial allowance up to HK$50000 monthly
- Excellent career path to management level in 1-2 years
- Professional training to worldwide recognizable qualification
- Comprehensive in-depth training
All information provided by applicants will be used only for recruitment purposes Unless otherwise instructed in writing by the applicant concerned, applicants may be considered
for other suitable positions within the Company. The personal data of unsuccessful job applicants may be retained for a three months from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting
reason that obliges the Company to do so, after which the personal data will be destroyed. Successfully applicant will be offered Career Representative Contracts.