Job Description:

1 Professional Investment plannings for clients or companies

• Wealth Management & Portfolio Advices

• Investment Planning

• Retirement Planning

• PRC Business & CIES (Capital Investment Entrant Scheme) Planning

• Corporate Solutions Provision

2 Management level

• Planning Strategies for Constructing Team

• Learn Leading, Recruiting & Managing Team

• Provide marketing strategies skills

3 Self Continuous Improvement

• Achieve Professional Destinations (MDRT, COT, TOT, CFPCM,ChFC, CFA, CPA,etc.)

• Acquire Up-to-Date Financial Knowledge and News

• Develop Better Interpersonal and Communication Skills

4 Development Path and Work Benefit

• A structured career path and solid training in all aspects of management

• Sponsored overseas travelling for achieving yearly targets

Who We’re Looking For

•⁠ ⁠Bachelor’s degree (final-year students welcome), Master’s degree is preferred

•⁠ ⁠Strong interest in wealth management, financial planning, and business consulting

•⁠ ⁠Analytical thinker with attention to detail and problem-solving skills

•⁠ ⁠Excellent interpersonal and communication skills

•⁠ ⁠Eager to learn, take initiative, and grow within a high-performance environment

Weoffer:

• Over 200 hourswell-structured and comprehensive mentoring program

• Monthly income fromHK$90,000 +remuneration & fringe benefits

• One year fast track program to managerial level

• Special holiday package(2 company trips per year)

• Overseas learning experience

• "Work Hard, Play Hard"working environment & lots of fun

• Opportunity to explore PRC and Hong Kong business

Reasons to join us

•⁠ ⁠Rewarding career path

A career built around helping people live Healthier, Longer, Better Lives

•⁠ ⁠Full suite of digital tools

Industry-leading tools that help you engage with your customers

•⁠ ⁠Personal development

Training and support networks that help you develop as a professional