We are an energetic and dynamic team focusing on providing tailored-made wealth management solutions to our clients.
We believe in providing a high quality training of financial services that fosters continuous professional development to high new worth individuals and proven to significantly enhance client’s portfolio.
Candidates who are looking for an opportunity where provide professional training support to experience the business environment and career development are welcome to join our program:
Responsibilities:
Business Development:
- To learn all aspects of financial planning including Risk Management, Wealth Management and Investment Management.
- To assist clients in formulating a financial plan that suits their needs and overall objectives
- To continue building prospective clients pipeline
- To provide top quality after sales services to clients such as claims, policy reviews, etc
- To be part of a management member to constantly refine our overall strategy in order to expand and improve our team continuously
- To lead and manage your own team members
- To provide necessary training to new team members
- Achieve Professional Qualifications (MDRT, CFP, ChFC, RFP, RFC)
- Acquire up-to-date financial knowledge
- Degree or Master degree holders in all disciplines
- Fluent in Cantonese and English, Mandarin is a plus
- Experience in banking and insurance industry is an advantage
- Monthly basic allowance ($20-$40K) + attractive commission package
- Professional Training Program
- One year fast-track promotion program to management level
- Overseas trips and conventions
- Group medical insurance
- Share Scheme Program
- Magazine interview opportunity
