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Financial Planning Officer

SV Luminous·Financial Services
HK $10K-25K/Month
Higher Diploma or Associate Degree
No experience limit
HK work visa available
7.0 hrs/day, Negotiable working days, Require to Travel,Office work

Send application message

Work benefits
Additional subsidies
Competitive pay
Year-end bonus
Family medical plan
Insurance plan
Medical plan
Gratuity
Flexible working hours

Job DescriptionTranslate to English
Job Responsibilities:
  • Provide consultation and revision services for customers’ financial planning, ensuring they have suitable financial solutions.
  • Based on customer needs, develop investment plans, retirement annuity planning, risk management planning, and family medical plans, etc.
  • Continuously follow up on customers’ financial needs, provide professional advice and after-sales services.
  • Collaborate with the team to achieve the business objectives and performance indicators set by the company.

Work requirements:
  • Applicants with a secondary associate or advanced diploma degree, with a financial or related professional background, will be given priority.
  • Have good communication skills, be able to communicate in Cantonese, English and Mandarin.
  • Have a basic understanding of financial planning and products, those with relevant experience are preferred.
  • Have good sales skills and customer service awareness, and be able to independently conduct work.
  • Active and proactive, with a team spirit, able to withstand work pressure and achieve business goals.

Benefits:
  • Generous salary, commission, and business bonus.
  • Outstanding performers can enjoy travel incentives.
  • Provide on-the-job professional training and good promotion opportunities.
  • Enjoy medical insurance supplements and year-end bonuses.
  • Working five days a week, Monday to Friday, with bank holidays.

Languages
Cantonese
English
Mandarin
Skills
Financial Services
Financial Consultancy
Client Development
Account Manager

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Wing Yan Heung
SV Luminous · HR
Active recently

Job Location

牛頭角-Ngau Tau Kok, Kwun Tong

牛頭角

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Location

Direction


Company Overview

Light up your wealth future - Hong Kong professional insurance and wealth management one-stop service platform Core service areas Hong Kong identity and housing planning Insurance and wealth protection • Diversified insurance solutions: Provide life insurance, medical coverage, savings-type policies, and cross-border insurance products, combine them with your financial goals, tailor-make a risk-controlled and stable return protection plan, and guard your and your family's future. • High-end wealth management: Covering cross-border asset allocation and insurance investment strategies, achieve long-term wealth appreciation and stable protection through professional market analysis and risk management. Family wealth inheritance and business support Our unique advantages • ✅ One-stop worry-free experience: From identity planning to insurance coverage, wealth management and career support, our full-service approach eliminates the need for multiple coordination, allowing you to focus on realizing your dreams. • ✅ International vision, rooted in Hong Kong: Leveraging Hong Kong's unique advantages as a global financial center, connecting the Guangdong-Hong Kong-Macau Greater Bay Area and international resources, helping you seize opportunities in cross-border wealth management and business expansion. Partner with LUMINOUS, protect your wealth and future Contact us immediately and let our professionals guide you towards a bright future! *Empowering Global Talent to realize thier aspirations in Hong Kong – Your One-Stop Platform for Identity Planning, Career Advancement & Wealth Management* As a leading professional services firm in Hong Kong, Luminous Consultant Company specializes in providing comprehensive solutions for overseas returnees, university graduates and high-net-worth individuals. Our expertise spans Hong Kong identity planning, career empowerment and family wealth management, enabling clients to seamlessly connect with the dynamic opportunities in the city and to achieve a two-way leap in both personal and career development. *Core Services:* *1. Hong Kong Identity Planning Experts* - *Visa & Settlement Services :* Precise customization of Hong Kong Quality Talents Program, Professional Scheme, Study Visa and Entrepreneur Program of emigration plan providing comprehensive assistance with document preparation, application submission and subsequent settlement procedures to ensure efficient approval. * Policy Interpretation and Adaptation: We follow up in real-time the Hong Kong Immigration Policy, pin point the diverse backgrounds (academic, professional, and entrepreneurial) to provide personalized path planning addressing all pain points in status transitions. *2. Full-Cycle Career Development Support* - *Career Planning & Resource docking:* In partnership with well-known enterprises, financial institutions, science & technology innovation platforms in Hong Kong, offering industry analysis, resume optimization, interview coaching, and high-level job referrals to accelerate the integration into local workforce. - *Entrepreneurship & Business expansion :* For entrepreneurs and startup teams, we provide company registration, government subsidy applications, office space matching etc implementation support, link up with investment & financing channels to accelerate the business development. *3. Wealth Management & Family Office Services* - *Diversified Investment Advisory:* Covering Hong Kong and US stock markets, cross area asset allocation, insurance planning etc, combine with market trend to provide risk-controlled investment strategies.   - *Family Wealth Succession:* Customized family office services covering trust structuring , tax optimization, asset custody, and intergenerational inheritance planning to guard keep the wealth with stable growth. *Why Choose Luminous?* Our Advantages : - *Expert Team:* Deep cultivation in Hong Kong policies more than a decade, gather immigration lawyers, career consultants, and financial analysts to provide cross areas collaboration services. - * One-stop Experience:* Seamless connection throughout the entire process from identity application to career landing, wealth management— Eliminate the trouble of multiple connections. - * International Perspective:* Rely on Hong Kong’s location advantages, link global resources, empowering clients to grab the initial opportunities in Greater Bay Area and international stage. * Join Us and Unlock Infinite Possibilities* Whether you are a youth talent carrying dreams or a high-net-worth individual seeking upgrade in career, Luminous Consultant Company places clients' needs as core, implement professionalism and warmth to accompany you in every step growth.


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