Financial Planning Manager

Full time Job Description:

- Assess clients’ financial situations by conducting financial needs analysis
- Analyse and provide total package of financial services planning
- Provide comprehensive wealth management services to clients from Hong Kong and China market, including:
1. Risk Management
2. Retirement Planning
3. Asset Allocation
4. Estate Planning
5. Corporate Planning
- Build up close business relationship with clients and review their financial portfolios
- Build up and manage financial planning team
- Train up to be a leader with promising career ladder



Management Trainee Program:

1. Take Part in Professional Financial Services Training
- Wealth Management & Portfolio Advice
- Investment & Risk Management Planning
- Business Development

2. Participate in Comprehensive Training Sessions
- Leadership & Entrepreneurship Coaching
- Marketing Strategy Development
- Communication & Interpersonal Skills

3. Engage in Financial and Insurance Industry
- Acquire Up-to-Date Financial Knowledge and News
- Receive Networking Opportunities
- Explore Multiple Channels and Connections



Our Benefits:

Over 100 hours well-structured and comprehensive mentoring session to equip you with necessary Practical Knowledge
Up-to-Date Financial and Medical Lectures from different experts. Professional Marketing and Sales Techniques Coaching Package
Excellent 'Fast-Track' Career Path to Senior Manager / Unit Manager
Monthly income from HK$2K to 8.3K, plus Remuneration, Allowance, Year-End Bonus, Fringe Benefits and more
Dynamic Working Environment, Flexible Working Hours
Special Occasion. eg. Overseas trips & Birthday Gifts
Requirements:

Degree holder in all discipline
Goal oriented, self-motivated and results driven
Good interpersonal and communication skills
Experience in financial industry or background in Mainland will be an advantage
Attention to details, with superior organizational skills and ability to prioritize tasks
Ability to work in a fast-paced, evolving environment
Candidates without relevant experience are welcomed