Consultant Trainee/ Asset Management Consultant

Job Responsibilities

Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;

Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service;

Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution;

Maintain and develop relationship with clients;

Prepare presentations and proposals for internal and client usage

Share market insights and strategies in team;

Acquire leadership and team management skills for future career development and progression to managerial level

Benefits & Compensations

High commission with monthly allowance ($15000 - 50000), commission package and year-end bonus;

Professional awards and industry-wide recognition;

Sponsored oversea conventions and conferences;

Great chance of promoting to higher positions;

Continuous personal development IIQE, CFA, CFP or AFP with examinations resources and sponsorship;

Well-developed on-job-training;

Recommended to the AIA Premier Academy or Executive Development Programme;

Group medical insurance and other allowance

Job Requirements

Bachelor degree or above (IANG working visa holders are welcomed);

Excellent interpersonal, communication and presentation skills;

Proactive, creative and responsible;

Good knowledge and network in China market is an advantage;

Good command of spoken and written English and Chinese, especially in Mandarin;

Must be eligible to work in Hong Kong

Interest parties please send your resume to us by clicking "APPLY NOW" button below.

Only short-listed candidates will be notified. Personal data will be used for recruitment purpose only.