Financial advisor

Job Responsibilities

• Proactively develop and maintain high net worth customer groups, through professional consultation and long-term relationship management, to enhance customer loyalty and asset allocation depth.

• Based on the customer's financial goals, risk preferences and life cycle stage, integrate market diversified financial products (including insurance, funds, structured investments and retirement planning solutions), and provide customized financial advice.

• Assist customers in completing the investment decision-making process, covering needs analysis, scheme design, risk disclosure, contract signing to transaction execution, ensuring full transparency and compliance throughout the process.

• Continuously implement post-sales service management, regularly review investment portfolio performance, adjust strategies and handle property and liability insurance and claim assistance matters, and strengthen customer trust and satisfaction.

• Strictly comply with the Hong Kong Insurance Authority (IA) and other relevant regulations, fully record each customer interaction detail, risk assessment result and sales document, and ensure compliance and traceability.

• Have a high diploma or associate degree or above, finance, accounting, business or related fields are preferred; fresh graduates are welcome to apply, the company provides systematic training and license support.

• Fluent in Cantonese, Mandarin and English for professional communication, able to independently write Chinese and English financial advice letters and client reports.

• Familiar with the Hong Kong insurance market product structure, regulatory framework (such as the Insurance Intermediary Qualification Criteria) and common wealth management tools, those who are familiar with them are preferred.

• Hold or be willing to take the Hong Kong Insurance Association's "Insurance Broker Examination" (IIQE) in the first, third, second, and fourth volumes within six months of employment, and apply for an insurance broker license.

• Five-day work week, daily working hours from 09:45 to 17:00, flexible work schedule, supporting hybrid work mode (office, remote work, and client visits).

• Competitive salary structure: monthly salary range of HKD 10,000 - 30,000 + high commission bonus, no ceiling, and unlimited income.

• Provide a comprehensive career development path, including professional certification funding, internal mentoring, customer resource allocation, and team collaboration support.

• Applicable to various legal work identities in Hong Kong, including Hong Kong permanent residents, high talent pass, outstanding talent pass, IANG and dependents visa holders.

• Working location is in the heart of Tsim Sha Tsui's commercial district, with convenient transportation, near a MTR station and major public transportation hubs.