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Financial consultant(welcomes high talent/elite/IANG/sponsor; priority for Mandarin; can be promoted/extended)
Posted within 3 months

Work visa required

No experience limit

No degree required

8.5 hrs/day, Negotiable working days
HK $15K-23K/Month
Job benefits
5-day week
PRC holidays
Special / extra leave
Year-end bonus
<p>Job Responsibilities</p><ul><li>Analyze customer investment portfolios, financial trends and economic data, and produce actionable insights in the form of a report to enhance the effectiveness of financial advisory services.</li><li>Participate in business development plans, identify market opportunities, optimize customer interaction modes, and co-ordinate to drive strategy execution.</li><li>Create professional presentations, financial models, and strategy proposal documents for internal discussions or client communication, showcasing solid analysis and expression skills.</li><li>Learn and practice consultative communication skills, build long-term customer relationships, and ensure a high-quality service experience.</li><li>Actively participate in training courses, covering financial product knowledge, consulting frameworks and business strategy modules, and continuously improving professional strength.</li></ul><p> Work requirements</p><ul><li></li><li>Highly interested in wealth management, financial planning, and business consulting fields.</li><li>Have good analytical skills, pay attention to details, and be able to effectively solve problems.</li><li>Have excellent communication and interpersonal interaction skills, and be good at team building.</li><li>Active and positive, eager to learn, and expecting rapid growth in a high-performance environment.</li><li>Preference will be given to those who are fluent in Mandarin; those with valid visa status (such as high talent, outstanding talent, IANG, dependents) will be given priority. </li></ul><p> Benefits</p><ul><li>High income potential | Enjoy a unique bonus system</li><li>Flexible work mode | Self-control office time</li><li>Professional training system | Taught by industry top instructors, accelerate ability improvement</li><li>Fast promotion channel|clear career development path, directly to the management layer</li><li> Exclusive benefits | Including incentive travel, honorary certification, and exclusive discounts</li><li>Comprehensive protection | Provide full medical and insurance benefits</li><li>Internship certificate|Official internship certificate will be issued after the internship ends</li><li>Flexible work schedule | Balancing academic and internship arrangements</li><li>Professional license support | Tutoring for two professional qualifications</li><li> Full-time employment opportunity | Outstanding performers may be offered permanent employment</li></ul>
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Financial Services
Asset Allocation
Internship / Graduate trainee
English
Cantonese
Mandarin
Dino Leung
D.L.K.SUM·創辦人
Online
Company Overview
D.L.K.SUM is headquartered in Hong Kong, where it brings together experienced cross-disciplinary experts with deep academic and business insights to provide a one-stop high-end service: precise immigration and academic planning, global top university guaranteed admission and academic strength improvement, professional company secretary and corporate compliance, customized business planning and tax optimization, and family trust and asset management solutions, helping customers expand their global footprint steadily.
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