Financial consultant(welcomes high talent/elite/IANG/sponsor; priority for Mandarin; can be promoted/extended)

SINCERE COMPANY·B&P Service

HK work permit required
No experience limit
No degree required
More than 8 hours/day, Working day negotiable, Hybrid,On-site,Fixed
High commission with base salary
HK $20K-30K/Month
Job Highlights
提供財富管理培訓
學士學位以上優先
流利普通話者優先
Job benefits
Additional subsidies
Job Description

Job Responsibilities

· Analyze customer investment portfolios, financial trends and economic data, and produce actionable insights in the form of reports to enhance the effectiveness of financial advisory services.

· Participate in business development plans, identify market opportunities, optimize customer interaction modes, and co-drive strategy execution.

· Create professional presentations, financial models, and strategy proposal documents for internal discussions or client communication, showcasing solid analysis and expression skills.

· Learn and practice consultative communication skills, build long-term customer relationships, and ensure high-quality service experiences.

· Actively participate in training courses covering financial product knowledge, consulting frameworks and business strategy modules, and continuously enhance professional strength.

Work requirements

· Have a high interest in wealth management, financial planning, and business consulting fields.

· Have good analytical skills, pay attention to details, and be able to effectively solve problems.

· Have excellent communication and interpersonal interaction skills, and are good at team building.

· Proactive and eager to learn, and expect rapid growth in a high-performance environment.

· Mandarin fluency is preferred; those with valid visa status (such as high talent, outstanding talent, IANG, dependents) may be given priority.

View more
Business Growth
Business Administration
Corporate Administration
English
Cantonese
Mandarin
Mr 周
SINCERE COMPANY·Manager
Company Overview
SINCERE COMPANY is headquartered in Hong Kong. The company has experienced and highly qualified personnel, and has profound professional knowledge and rich practical experience in various fields, in order to provide extensive and comprehensive services, including immigration study, admission to top universities and academic improvement, company secretarial services, business planning and tax planning, trust and asset management solutions, etc.
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