Welcome fresh graduates and IANG applicants, accepting full-time and internship positions
Job Responsibilities:
Provide comprehensive asset planning for middle-class and above customers
Mainly Hong Kong local homeowners
Key Responsibilities
Develop customer-oriented wealth management solutions Assist in formulating personalized financial planning based on customer goals, risk tolerance, and market environment.
Conduct business and market analysis Review client investment portfolios, track financial market trends and interpret macroeconomic data, thereby proposing feasible recommendations and improving wealth management consulting services.
Support strategic planning and implementation
Have professional presentation and reporting skills Prepare Chinese and English report materials, financial models and proposals suitable for internal work and customer communication, demonstrating professional skills in analysis and expression.
Enhance customer relationship management skills Learn commercial negotiation skills, assist in maintaining long-term customer relationships, and ensure continuous provision of quality services.
Participate in continuous professional development Attend a systemized training course covering financial product knowledge, wealth management consulting framework, and cross-border commercial regulations.
What We Offer
Full-time Program
Flexible work schedule | Company-sponsored travel | Medical and other benefits
Internship Program Awarding internship certificates Assist in obtaining 2 professional licenses Have an internship to permanent employment channel
What We're Looking For
Accept applications from inexperienced or non-financial professionals Full of enthusiasm for wealth management, accepting professional training provided by the company, and willing to devote myself to cross-border finance and wealth management industry
Teamwork Have stress resistance ability, effective communication in work, professional analysis and formulation of plans, and strong interest in the financial services industry
Learning cross-industry knowledge Master financial/legal/taxation knowledge from different industries, self-value, enhance professional skills, and bring better consulting experiences to customers
Bachelor's degree or above Accept applications from Local/IANG/Talented/Outstanding individuals
Reasons to Choose Us
Abundant resources, complete system Large number of owner and customer resources, free online marketing training, multi-channel traffic
Professional orientation, forward-looking layout By more than 10 years of Securities and Exchange Commission license, private banker and real estate executive from scratch
About Our Team
Regardless of Warm / Cold Market, effective development can be achieved
Free Facebook / IG / Whatsapp Marketing
Invest more than 1 million Hong Kong dollars
View more
Wholesale Banking
Financial Risk Management
Commercial Banking
Cantonese
English
Mandarin
Kenneth Yip
Chow Tai Fook Life Insurance·family financial planning consultant
Company background and advantages
As a member of Chow Tai Fook Enterprises, we inherit a deep financial background and leverage the group's diverse businesses (such as hotels, healthcare, retail, etc.) to provide exclusive experiences.
Financial stability: As of June 30, 2024, the company's solvency ratio reached 337%, far exceeding regulatory requirements.
Ecosystem and customer value
"Chow Tai Fook Life Circle": Combining jewelry, hotels, restaurants, and education businesses under the Cheng family, it provides membership privileges to policyholders.
Comprehensive planning: Not only focusing on wealth, but also paying attention to "life, growth, and health" for comprehensive protection.
