Job Responsibilities

1. Responsible for potential customer development and long-term maintenance, deeply exploring customers’ core needs in insurance planning, wealth enhancement, retirement arrangements, wealth inheritance, MPF integration, etc.;

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2. Based on the customer's family structure, financial situation and risk tolerance, tailor a professional and compliant wealth management planning solution, covering life insurance, medical emergencies, education savings, retirement planning, cross-border asset allocation, etc. ;

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3. Responsible for professional explanation, implementation and follow-up services of the solution, timely response to customer needs, maintenance of long-term stable customer relationships, and improvement of customer satisfaction and loyalty;

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4. Continuously follow up on the latest financial market dynamics, regulatory policies and product systems, actively participate in training and learning, and continuously improve our professional abilities and service levels;

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Job Requirements

1. Hold a Hong Kong permanent resident identity card/legal right to full-time employment in Hong Kong, part-time applicants must comply with the relevant provisions of the Hong Kong Labor Law;

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3. Have fluent Cantonese communication skills, good English and Mandarin listening, speaking, reading and writing abilities are preferred, those who can serve customers from Hong Kong and the Mainland will be given extra points;

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4. Have good communication and expression skills, logical thinking ability and customer service awareness, do things seriously and responsibly, have strong goal awareness, execution ability and stress resistance ability;

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5. Have strong interest in wealth management industry, willing to actively learn professional knowledge, have good professional ethics, integrity and compliance awareness;

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6. Those with financial industry-related experience, insurance/pension sales experience, and personal customer resources are preferred. Graduates and cross-industry job seekers are welcome to apply.

We provide you with

1. Systematic professional training and one-on-one tutoring

Senior mentors provide one-on-one follow-up and teaching from entry-level basic knowledge, free full-time IIQE insurance qualification examination counseling, to mid-to-high-level asset allocation logic, high-net-worth client development and service skills, and cross-border wealth planning between Hong Kong and the mainland. Comprehensive training, even those with zero knowledge can quickly build a complete wealth management knowledge system and achieve rapid growth from novice to expert.

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2. Competitive salary structure

Unlimited commission system + generous performance bonus + year-end bonuses + overseas travel incentives, salary and personal ability are completely linked, the more you work, the more you earn, breaking the ceiling of seniority and income, and excellent performers can get extra team management promotion opportunities and dividends.

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3. Clear and transparent dual-track promotion path

Open and transparent promotion mechanism, completely based on personal ability and performance, not limited by seniority, and can freely choose your own development direction:

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- Expert route: Financial planning consultant → Senior financial planning consultant → Senior wealth management director

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- Management route: Financial planning and consulting → Team supervisor → Branch manager → Regional director

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4. All-round resources and order processing empowerment

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5. Flexible and diverse welfare protection

Flexible and autonomous work hours, balancing work and life; on-the-job professional qualification exam reimbursement, comprehensive medical insurance plan, regular team building activities, annual overseas training and travel opportunities, and a positive and upward, mutual help and win-win young team atmosphere.