If you are:

Position highlights:

1. Flexible working hours

2. Establish interpersonal relationships and financial analysis skills

3. Quick promotion opportunities

4. Flexible work hours, fair and swift promotion, continuous quality training

5. High income, bonuses, and multiple benefits (such as overseas meetings, exclusive concerts, business trips, and appreciation banquets)

We will provide:

• Simplified and comprehensive training plan

• 1-on-1 guidance

• Continuously implement professional development plans

• Comprehensive benefits

Job Responsibilities:

• Comprehensive analysis of investment, insurance, taxation, retirement and wealth inheritance, tailor-made professional, stable and forward-looking wealth management strategies for customers

• In-depth understanding of high net worth clients' financial goals and risk preferences, providing comprehensive financial advice covering asset protection, asset allocation, retirement planning, and intergenerational inheritance

• Continuously monitor local and global political and economic trends, financial market changes and regulatory policy updates (such as voluntary medical insurance, deferred annuities, MPF reforms, etc.), and enhance the practicality and timeliness of the solution

• Participate in the entire customer service process, including needs diagnosis, solution presentation, document processing and long-term follow-up, to ensure service quality and customer trust.

Entry Requirements:

• Applicants with a higher diploma, associate degree or above; welcome year 3/4 undergraduate students, fresh graduates to apply~

• Have a positive and proactive attitude, "I can do it". Actively learn and self-motivate, and be willing to invest in the long-term development of the financial planning industry

• Chinese written and oral fluency (Cantonese/Mandarin), with basic English communication skills is preferred

• Careful and serious, independent and responsible, and enthusiastic about financial analysis, interpersonal interaction and customer service

• No relevant work experience required; those with banking, financial institutions or market promotion internship/work background will be given priority

Benefits:

• Competitive salary and year-end bonuses

• Flexible working hours and hybrid work mode (office/home work/outdoor sales)

• Bank holidays, five-day work week, family-friendly leave

• Comprehensive medical plan

• Overseas meetings, exclusive concerts, business trips, and appreciation banquets are just a few of the diverse incentives we offer.

• 1-to-1 tutor guidance, streamlined and systematic training plan, continuous professional development support

Why join us?

• Independence and autonomy: Compared with bank and securities and other financial practitioners, we have more flexible time and space; the more you work, the more you earn, you can freely build a team, develop a lifelong career, and become a charismatic entrepreneur with your personal brand.

• Holistic development: We hope to take care of the balance between our colleagues' work and life by organizing a series of leisure activities and travel meetings, allowing our colleagues to plan their lives and maintain their physical and mental health

• Market booms: Population changes and economic development create new financial protection needs for society. Hong Kong and the mainland will welcome a huge retirement wave in the next 10 years. Comprehensive protection and wealth management solutions will bring positive impacts to the lives of hundreds of millions of people.

• Policy push: Since 2019, the government has implemented a series of market policies such as voluntary medical insurance deferred annuity and MPF reform, which have raised citizens' awareness of wealth management; post-epidemic attention to high net worth customers, construction of the Greater Bay Area Service Center, all support the strong development of insurance and wealth management industry