Financial Consultant


Job ID:


Job Function:

Banking / Finance, Insurance

Work Experience:

0-1 year

Education Levels:

Non-Degree Tertiary

Career Levels:

Entry Level

Employment Type:

Full time


Kwai Tsing Area, Hong Kong





Financial Services, Insurance/Pension Funding

Job Description:

• Provide professional financial analysis and solution for our clients
• Plan and organize various sales promotion activities
• Develop and manage a professional financial strategic team

• Generous and lucrative bonus (A monthly allowance plus attractive commission)
• Overseas trips & conventions plus excellent career path
• Excellent, well-structured and comprehensive in-house training programs which lead by our experienced and well recognized mentors
• Flexible working hour
• Comprehensive and well-structured development programs help you to become a member of Million Dollar Round Tae (MDRT*) within 1 year
• Fast-track advancement opportunities. Outstanding individuals will be promoted to managerial positions within 12 months. (The Highest Position - Senior Regional Director)
*MDRT represents the top 1% of all Financial Services Professionals worldwide. For more information about MDRT, please visit: 
Interested parties please submit application / CV by to contact Ms Izzi Pang at to discuss more. We look forward to receiving your application.

• 為客戶提供專業的理財策劃分析和方案
• 策劃及參與不同類型的推廣活動
• 建立及管理專業理財策劃團隊

• 設有完善的福利制度,包括津貼、佣金、年終獎金、福利
• 海外旅行和會議,及明確的職業發展道路
• 由經驗豐富的導師領導 - 全面的入職前及持續在職專業培訓課程
• 彈性工作時間
• 協助有志者在1年內達成百萬圓桌(MDRT)或更高的成就
• 快速提昇機會。傑出人士將在12個月內晉升為管理階級(最高職級 - 資深區域總監)


“匯賢理財” may use the personal information collected, including your name, contact number and e-mail address ("Personal Information") collected above, for the purpose of agency recruitment and related purposes (for example recruitment follow-up calls). The Data User may use, store, disclose to Prudential Hong Kong Limited and its insurance agents your Personal Information for the purposes as stated above. You understand it is mandatory to provide the above mentioned Personal Information. In the event that any such Personal Information is not provided, the Data User may be unable to carry out the activities outlined above. The Personal Information collected will be destroyed after 12 months. Under the Personal Data (Privacy) Ordinance ("the Ordinance"), you have the right to request access to and correction of any Personal Information that you provided to the Data User. You may make such a request by writing to In accordance with the Ordinance, the Data User has the right to charge a reasonable fee for the processing of your request for access to the Personal Information

Job Requirements:

• Bachelor degree or above in any discipline (F.5, DSE graduates, or same qualification requirement from China may apply for Financial Planner / Manager Trainee)
• Fresh graduates/ IANG students / Final year intern are welcome
• Holders of valid Hong Kong identity card or valid work permits including IANG
• Excellent communication skills, positive and responsible
• Corporate with team spirit and willing to face challenges
• Successful applicant with more relevant experience may be offered a more senior position, where appropriate.

• 任何學科本科以上學歷(F.5,DSE應屆畢業生,或國內同等學歷可申請理財策劃 / 見習經理)
• 歡迎應屆畢業生 / IANG學生 / Final Year 實習生
• 持有效的香港身份證或有效工作許可證(包括IANG)
• 良好溝通能力、積極盡責
• 具團隊合作精神,敢於接受挑戰
• 具更多相關經驗的成功申請者可獲更資深的職級

Company Info

Kwai Tsing Area, Hong Kong

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