Entry Requirements:

Hong Kong Diploma Examination or Secondary School Entrance Examination with five subjects, including Chinese, English, and Mathematics

Preference will be given to those who hold IIQE 1 & 3 and relevant experience

Job Responsibilities:

Provide professional financial and financial advice to customers Conduct financial needs analysis, evaluate customers’ current financial situation, and develop personalized risk management value evaluation

Provide comprehensive financial services to customers, including daily risk management, retirement planning, asset allocation, investment planning, etc.

Evaluate different financial products and financial planning products, such as: investment portfolios, fund management, MPF, international assets, etc.

Review and follow up on clients’ wealth management matters, investment portfolios, compensation, risk analysis and loss appraisal

Collaborate with the team to develop different business skills and strategies Provide support for the team's planning and development

Qualifications: Bachelor's degree, Cantonese (required); Mandarin; English; Chinese reading and writing; English reading and writing

Hard-working, proactive, with good communication skills, and passionate about work. Responsible.