Financial/ Wealth Management Planner


Job ID:


Job Function:

Banking / Finance, Insurance, Others, Professional Services

Work Experience:

0-1 year

Education Levels:

School Certificate

Career Levels:

Entry Level

Employment Type:

Full time


Yau Tsim Mong Area, Hong Kong





Financial Services, Insurance/Pension Funding, Others

Job Description:

Responsibilities :

  • Provide comprehensive financial and banking advice to high network individuals and corporate clients
  • Implement various investment strategies to meet client’s goal under different global market situation
  • Develop your own client servicing skills to deliver professional services to our clients
  • Assist senior manager to prepare market outlook and presentation
  • Conduct market research on global market, competitors, product and market demand assessments
  • Provide innovative and creative ideas to the team to enhance business development

Job Requirements:


  • Bachelor degree holder or above, major in Business Administration, Finance, Accounting and Economics are preferred, IANG will be considered
  • Detail oriented with strong analytical skills and ability to work on multiple assignments
  • Proficient in Microsoft office with an advanced knowledge of Excel
  • Excellent interpersonal and communication skills
  • Good team player
  • Good command of written and spoken Chinese (Mandarin and Cantonese) and English
  • Self-motivated and self-starter
  • Highly interested in finance and investment industry
  • Fresh graduates & candidates with less experiences will be considered

We offer:

  • 5 working days
  • Attractive salary package
  • Medical benefits and year-end bonus
  • Comprehensive orientation and professional training program
  • Convenient work location


*Interested individuals please send your detailed resume and expected salary by clicking. Only candidates who are authorized to work in Hong Kong will be considered.

**All personal data provided will only be used for recruitment purpose only.

Company Info

Pro-goal Human Resources Workshop Co Limited

11/F.,No 8 Observatory Road, TST
Yau Tsim Mong Area, Hong Kong

Web Site:

Save Contact
Company Profile