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Hong Kong
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry
1 Job function
Hong Kong
Work type
HK$
Listed any time
Experience
Education level
Benefit
Industry

Fund Administration

 About 16 jobs

No experience limit


Higher Diploma or Associate Degree

$10K-25K/Mth

Quick reply

No experience limit


Bachelor

$17K-26K/Mth

提供保險計劃

享有年終花紅

專業資格培訓及協助

S P國際資本公司

  • Active within 3 days

1 to 3 years


Bachelor

$20K-30K/Mth

全面醫療福利

提供表現獎金

歡迎應屆畢業生

THE B TEAM (HONG KONG) LIMITED

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No experience limit


Bachelor

$16K-24K/Mth

每月$16000-$26000

銀行假期,有佣金,表現獎金

歡迎IANG/專才/高才/優才

THE B TEAM (HONG KONG) LIMITED

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Less than 1 year


Bachelor

具备基金从业资格证优先

熟悉境外公募、私募基金

中英文口语书写能力

Less than 1 year


Bachelor

具备基金从业资格证优先

熟悉境外公募、私募基金

中英文口语和书写能力

Quick reply

1 to 3 years


Bachelor

$22K-33K/Mth

月薪22,000至33,000港元,高佣金

全面在職培訓與職業發展支持

彈性工作安排,接受兼職

INNOVATIVE

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Quick reply

auth medal

Active Recruiter

No experience limit


No degree required

$20K-23K/Mth

提供續簽支持

精通香港簽證政策

服務高淨值客户

SINCERE COMPANY

  • Active within 3 days

Quick reply

No experience limit


Bachelor

$17K-26K/Mth

提供佣金及表現獎金

銀行假期及醫療福利

歡迎各類專才申請

卓富太陽公司

  • Active within 3 days

Quick reply

3 to 5 years


Bachelor

$45K-55K/Mth

Degree with 3-5 years insurance policy admin experience

Thorough understanding of general insurance products

Fluent in Cantonese, English, and Mandarin advantageous

Financial Planning Officer

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SV Luminous
Financial Services
Posted 3 months ago
HK $10K-25K/Month
Higher Diploma or Associate Degree
No experience limit
Full Time
9.0 hrs/day, 5 days/wk

Send application message

Work benefits
Flexible working hours

Job DescriptionTranslate to English
<div>Job Description</div><div>We sincerely invite qualified financial advisors and fund managers (with SFC 1, 7, 8 licenses)</div><div>Responsible for providing diversified insurance and investment solution advice to customers, assisting customers in achieving their financial goals, and expanding their business market</div><div><br></div>Job Responsibilities<div><ul><li>In accordance with the regulations of the Hong Kong Securities and Futures Commission and the Insurance Authority, we will comply with the rules and regulations to carry out marketing and sales work</li><li>According to customer needs, formulate investment plans, retirement annuity planning, risk management planning and family medical plans, etc.</li><li>Responsible for selling related financial products and answering customers' questions about products and services</li><li>Establish and maintain good customer relationships, provide continuous post-purchase services and professional advice</li><li>Maintain professional qualifications and continuous learning requirements, keep up with the latest industry knowledge and skills</li></ul><div><br></div></div><div>Qualifications:</div><div><ul><li>Currently pursuing a Bachelor's degree in Business Administration/Finance or an Associate's degree is preferred</li><li>Have excellent communication skills and customer service spirit</li><li>Self-discipline, proactive, and team-oriented</li></ul><div><br></div></div><div>Benefits:</div><div><ul><li>Competitive salary and bonus system</li><li>Comprehensive professional training and continuous further study support</li><li>Flexible working hours, balancing work and life</li><li>Active development and promotion opportunities</li></ul></div>

Languages
Cantonese
English
Mandarin
Skills
Credit Risk Management
Financial Risk Management
Credit Analysis

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avatar
Jean Ho
SV Luminous · partner

Job Location

牛頭角-Ngau Tau Kok, Kwun Tong

牛頭角

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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 &bull; 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. &bull; 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 &bull; ✅ 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. &bull; ✅ 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 &ndash; Your One-Stop Platform for Identity Planning, Career Advancement &amp; 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 &amp; 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 &amp; Resource docking:* In partnership with well-known enterprises, financial institutions, science &amp; 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 &amp; Business expansion :* For entrepreneurs and startup teams, we provide company registration, government subsidy applications, office space matching etc implementation support, link up with investment &amp; financing channels to accelerate the business development. *3. Wealth Management &amp; 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. &emsp; - *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&mdash; Eliminate the trouble of multiple connections. - * International Perspective:* Rely on Hong Kong&rsquo;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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