Banking / Finance

Financial Consultant/ Wealth Management


Company Profile

Central and Western Area, Hong Kong

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Job ID: 53153

The Financial Consultant/ Wealth Management will have responsibilities that include:

    • Prove Comprehensive Financial Solutions to Clients  
    • Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business   
    • Provide customer-oriented financial, asset & risk management advices to clients 
    • Acquire Up-to-Date Financial Knowledge and New  

Job Requirment

    • University graduates with Bachelor’s or Master Degree in any discipline.
    • at least 1 year or above work experience.
    • Working experience in insurance, Banking and finance, is highly preferred.
    • Candidates who passed IIQE 1 and 3 are an advantage.
    • Good command of spoken English, Mandarin and Cantonese.
    • Being proactive, hardworking, resourceful and capable of dealing with new situations and challenges.
    • Conversant in using Excel, Word and PowerPoint.

    We offer 5-day work, monthly allowance and high commission, excellent learning & development opportunities and an attractive package to the right candidate. All interested parties, please send your CV in a MS WORD format via email ( ; Attn: Ms Winnie Cheng


  • Location: Central and Western Area
  • Job Title: Banking / Finance
  • Posted at: 2020-06-17 01:34:02
  • Work Experience: 1-2 years
  • Education Levels: Degree
  • Career Levels: Entry Level
  • Industry: Insurance/Pension Funding :

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