Location: Hong Kong
Manager: Director of Financial Services
Hours: 9am to 6pm, Monday to Friday

Role Purpose
To provide one-stop comprehensive financial planning services, including wealth accumulation, wealth distribution, business continuity plan, trusts and wills, business insurance and any other insurance schemes.

Key Responsibilities
Capable of analyzing our expatriate client needs and providing comprehensive and tailor-made financial solutions to meet their requirements

Corporate clients

  • Explore and handle corporate group insurance accounts
  • Provide professional advice to corporate investment and insurance plan
  • Prepare proposals and present to corporate clients
  • Establish, maintain and manage long-term client relationships

Individual clients

  • Analyse investment opportunities and client needs and recommend appropriate strategies
  • Provide clients with a high level of individualised customer service, full insurance and investment services and investment strategies consistent with their individual financial goals and needs
  • Review clients’ financial portfolio on a regular basis
  • Prospect for potential clients and build a client base

Skills, experience and characteristics needed

  • Degree holder in finance, business, social science or equivalent ;
  • At least 4 years work experience in financial service industry;
  • Self-discipline, self-motivated, responsible and strong desire to achieve;
  • Outstanding problem solving, interpersonal and communication skills;
  • A proven track record of generating new business both in Hong Kong and overseas;
  • Team skills – ability to work productively in a small team; and
  • Positive and motivated about being a long term part of the growth of the Company.
Apply Now