Financial Planning Consultant / Management Trainee (歡迎無經驗人士/在讀大學生/畢業生/轉職人士)

Job Highlights

• 年輕、富有夢想的「高學歷團隊」，助力每個同事職業成長，培育未來精英領袖
• 頂尖區域總監直屬團隊，20年從業領袖親自帶領，美國註冊財務策劃師培訓指導，找到个人职业发展新機
• 針對性切身培訓，數碼科技提供多元化全方位的支援，完善的報酬及晉升制度

Job Description

A discovery journey in cultivating a truly premier team of young & energetic talents up to speed with our industry. Designated programs with the best platform to nurture young executives, fresh talent, executives seeking for career shift and candidates of all levels to become self-motivated entrepreneurs or future leaders of the asset planning industry. 

Diversify training scheme for ambitious individual to play an important role to perform business development locally & within the potential market in Greater Bay Area – the cluster of 11 cities, with combined population of 72 million residents and an economy estimated at US$1.65 trillion (equivalent to the world’s 11th largest economy, provides a potential market 10 times the size of Hong Kong)

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WHO are we looking for?

• Someone with ability to communicate in MANDARIN, CANTONESE or ENGLISH
• Someone who is Multi-Cultural, High-Caliber individual is an advantage
• Someone who is friendly, outgoing, confident, polite, customer & quality oriented
• Someone who enjoys helping, supporting & attention to detail
• Someone who is eager to learn & open for new perspectives
• Someone who love problem solving & find solutions
• Someone who is able to make micro decisions
• Someone who aim high & would like to earn UNLIMITED COMMISSION

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Key Responsibility and Duties?

• Assess clients’ financial situations by conducting financial needs analysis.
• Offer all-rounded financial solutions to clients, including risk management, retirement planning, asset allocation, investment and so on.
• Build up good business relationship with potential clients and provide professional service to them.
• Attend training courses which are provided for suitable candidates at the beginning of joining.
• Foster discipline and good work practices within the MDRT District environment (Ranking within Top 5 in AIA Hong Kong)

WHAT WE WILL PROVIDE：(For full-time position)

• Monthly allowance with superior commission, performance bonus and unlimited earning potential
• Leadership by a team of experienced and well respected mentors;
• A well-structured, comprehensive and interactive training program;
• Provide a broad career development platform & help solve career confusion
• Unlock a variety of unique and generous rewards of the team

WHAT WE WILL PROVIDE：(For internship)

• Obtain an official internship certificate and enrich resume content
• Arrange flexible internship schedule according to personal timetable
• Access the same resources as full-time employees
• Customized training and unique team rewards for top performers
• Completed two wealth management licenses during the internship

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ENTRY REQUIREMENTS :

• Undergraduate or postgraduate students in any discipline
• Candidates with Banking Experiences welcomed; Overseas / Mainland Experiences in Banking / Finance / Investment is an advantage. 
• Good command of spoken Mandarin, Cantonese or English, Ability to speak any Chinese Dialects is an advantage. 
• Being proactive, hardworking, resourceful, and capable of dealing with new situations and challenges.
• Conversant in using Excel, Word and PowerPoint.