Financial Planning Trainee

LIONPRO
Finance & Banking
Updated on 10-27
Salary negotiable
No degree required
No experience limit
Work visa required

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Work benefits
Additional subsidies
Discretionary bonus
Flexible working hours

Job DescriptionTranslate to English
<p><strong>Job Responsibilities:</strong></p><p>As a Finance Planning Trainee, you will:</p><ul><li>Provide professional wealth management services, including life protection and wealth management.</li><li>Offer retirement planning and/or MPF solutions (if applicable) to individual clients.</li><li>Stay updated on the latest financial news and market analysis.</li><li>Explore potential market opportunities.</li><li>Develop and manage a professional wealth management team.</li></ul><p><strong>Job Requirements:</strong></p><ul><li>Higher diploma or above, or equivalent qualifications (mainland and overseas graduates are welcome).</li><li>Fresh graduates with a strong interest in the financial industry are encouraged to apply.</li><li>Must possess a sense of honesty and responsibility, be goal-oriented, and have an entrepreneurial spirit.</li><li>Strong interpersonal and communication skills.</li></ul><p><strong>Remuneration and Benefits:</strong></p><ul><li>Monthly income in the first month up to HK$15,000 without any production requirements.</li><li>Potential monthly income up to HK$50,000*.</li><li>Attractive commissions and bonuses.</li><li>Exclusive honors and awards.</li><li>Opportunities for overseas conference exposure.</li><li>Excellent career path from personal professional development to management roles.</li><li>Medical and life protection benefits.</li></ul><p>*Income is commensurate with business and work performance and is not guaranteed.</p><p></p><p><strong>How to Apply:</strong></p><p>If you are ready to embark on a rewarding career in finance, please send your resume and a cover letter to lionpro168@gmail.com. Take the first step towards a successful future with us!</p><p></p><p> Job Responsibilities</p><ul><li>Provide professional wealth management services, including life insurance and financial planning.</li><li>Provide retirement planning and/or MPF (Mandatory Provident Fund) solutions to individual customers (if applicable).</li><li>Continuously monitor the latest financial news and market analysis, and grasp the market dynamics.</li><li>Discover potential market opportunities and expand business development space.</li><li>Participate in the establishment and management of a professional wealth management team, accumulate team leadership experience.</li></ul><p> Work requirements</p><ul><li>Have a high diploma or above academic qualifications, or equivalent qualifications; welcome graduates from the mainland and overseas to apply.</li><li>Fresh graduates can also apply, but they must be highly enthusiastic about the financial industry.</li><li>Have integrity and responsibility, clear goals, and entrepreneurial spirit.</li><li></li><li>Willing to actively learn financial product knowledge and actively enhance professional skills.</li></ul><p> Benefits</p><ul><li>The first month's salary can reach HKD 15,000, with no performance requirements.</li><li>Outstanding performers can earn up to HKD 50,000 per month* (income is linked to business performance, no guarantee).</li><li>Enjoy competitive commission and bonus system.</li><li>Receive exclusive honors and awards, recognizing personal achievements.</li><li>Have the opportunity to participate in overseas conferences and expand your international horizons.</li><li>Provide a superior promotion path from personal professional growth to management positions.</li><li>Enjoy medical and life insurance benefits, etc. </li></ul><p>*Income is linked to business and job performance, but not guaranteed.</p><p></p><p>How to apply:</p><p>If you are ready to embark on a satisfying financial career, please send your resume and cover letter to</p><p>lionpro168@gmail.com. </p><p>Take the first step towards a successful future with us!</p>

Languages
Cantonese
English
Mandarin
Skills
Wealth Management Services
Account Services

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Christy Kwong
LIONPRO · 人力資源助理
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尖沙咀-Tsim Sha Tsui, Yau Tsim Mong

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