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Financial Planning Consultant

WILL LEE WEALTH MANAGEMENT·Financial Services
HK$ *****
Higher Diploma or Associate Degree
No experience limit
HK work permit required

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Job Description

One of the top wealth management teams with mainland Chinese background. Team members graduated from renowned universities at home and abroad, and have worked at banks, securities firms, large Internet companies, and medical systems, etc. Here, there is no cultural barrier, only like-minded partners in struggle. We not only provide a job, but also provide a business incubation platform for you to root and develop in Hong Kong's financial circle. Half of the team members are IANGs who have stayed in Hong Kong, and the other half are talented individuals.

Main responsibilities:

* Provide personalized wealth solutions for high net worth clients (retirement, tax benefits, children's education, family trusts)

* Analyze market trends, investment portfolios, and help customers achieve their financial goals

* Digital marketing + Social media content creation + Online and offline event planning

* Continuous professional learning, become a trusted wealth management consultant for customers

Benefits:

* Generous commission + annual bonuses + various activity incentives

* Overseas travel, high-end exchange, professional training opportunities

Join our advantages:

* High Talent/Outstanding Talent renewal assurance (real and verifiable). Professional renewal support, I have successfully helped colleagues complete a 6-year renewal, making your Hong Kong development more secure;

* No need to stay in Hong Kong long-term, you can mobile office, full-time or part-time is acceptable, most of the excellent and talented colleagues are based in Shanghai, Beijing, Hangzhou, Shenzhen, etc.

We are looking for someone

* Bachelor's degree or above

* Mainland students studying or graduating in Hong Kong, holding or eligible to apply for IANG/High Talent/Outstanding Talent etc. Hong Kong work visa

* Good Chinese writing and speaking skills (Mandarin)

* Banking/finance/marketing experience is a plus, but zero experience is OK – we have 1-on-1 apprenticeship, from scratch to get you started!

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Languages
Cantonese
English
Mandarin
Skills
Financial Services
Insurance
Client Communication
Interpersonal Communication
Financial Analysis

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Will Li
Will Lee Wealth Management · HR

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