Banking / Finance Insurance Professional Services Others

Financial/ Wealth Management Planner Full time

Pro-goal Human Resources Workshop Co Limited

Company Profile

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

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Job ID: 53185

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

    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 Requirment


    • 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.


  • Location: Yau Tsim Mong Area
  • Job Title: Banking / Finance Insurance Professional Services Others
  • Posted at: 2020-06-17 01:33:18
  • Work Experience: 0-1 year
  • Education Levels: School Certificate
  • Employment Type: Full time
  • Career Levels: Entry Level
  • Industry: Financial Services :
    Insurance/Pension Funding :
    Others :

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