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Support for license renewal, compliance training
Advanced wealth management courses
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Competitive product advantage, prioritizing client benefits
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Encouragement to obtain top-tier industry qualifications such as CFP
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Represent a premium collection of lab-grown diamond pieces
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1-on-1 mentorship program for career acceleration
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State-of-the-art facilities, interdisciplinary team collaboration
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Generous 5% to 10% commission
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Exquisite high-end lab-grown diamond jewelry collection
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Clear monthly income, HK$15,000 base salary, potential performance bonuses
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Global exposure, enhance project management skills
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Job Description
Job Responsibilities
Provide comprehensive financial solutions to customers, covering identity planning, asset allocation, family office services, offshore trust establishment and management;
Handle financial securities, private equity funds, IPO-related consulting and execution, as well as Hong Kong insurance, MPF (Mandatory Provident Fund), etc. IFA full-line business;
Core client services, including needs analysis, solution design, product promotion, and follow-up.
Must hold a license issued by the Hong Kong Securities and Futures Commission for the following categories: Class 1 (Securities Trading), Class 4 (Providing Securities Advice), and Class 6 (Providing Corporate Finance Advice), and have been approved as an Independent Licensing Representative (IFA);
Have relevant financial industry practical experience, familiar with offshore structures, family offices and trust operations;
Fluent Cantonese, Mandarin and English, with excellent communication skills and customer-oriented thinking.
Enjoy industry-competitive commission and performance bonuses;
Support continuous professional development, including license renewal, compliance training, and high-end wealth management courses.
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Job Location
利園商場一期-Causeway Bay, Wan Chai
銅鑼灣希慎道33號
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