FulltimeJob Description

- Provide advice for clients on asset management, asset protection, investment portfolio, premium financing, and fund management

- Provide comprehensive wealth management services specifically for offshore and local middle and high-net-worth clients, including risk management plans, global investment plans, asset segregation, wealth inheritance, and offshore trusts

- Analyze external economic trends, political, and legislation changes, for their financial impact on the investments

- Work with the team to expand the high net-worth client base in Hong Kong and the Chinese Mainland

- Maintain client relationships, regularly review clients' financial plans and provide professional advice

- Cooperate with law firms, accounting firms, fund companies, trust companies, medical institutions, etc. to provide customers with comprehensive services

- Continuously improve yourself, obtain the latest wealth management knowledge and market information, cultivate better communication skills and connection

Our Requirements

- University graduates (2024 or before graduation from worldwide

universities）

- Strong communication and interpersonal skills

- Self-motivated, target-oriented, eager to learn, and responsible

- Fluent oral and written expression in both Chinese & English

*Those who have relevant financial front office work experience can make special remarks in their resume.

Benefits & Compensations

- Monthly Allowance + Attractive Commission + Performance Bonus (MDRT Annual income is over HK$500,000+)

- Comprehensive induction training and high exposure to High Net Worth client-facing opportunities with managers

- One-year fast track to management position

- Opportunities for promotions and international certifications

- Continuous personal development IIQE, CFA, CFP or AFP with examination