Financial Planning Consultant

Dicky Suen & Company Ltd.; Hong Kong; On-site; HKD 167,000 - 558,000; Full time

Benefits offered by this job

Commissions & bonuses

Career development training

Rapid promotions to management

MDRT opportunities

Job summary

CPJobs International in Hong Kong seeks motivated finance professionals to deliver comprehensive fund analysis and wealth management solutions. You will expand the client base and provide ongoing services to existing clients, while building and leading a team with a clear path to management.

Successful candidates join a fast-paced environment with robust training, commissions, and opportunities to advance to leadership levels within the organization.

Qualifications

• HKDSE / Form 5 or equivalent (current graduates are welcome).
• Detail-oriented, ambitious, positive work attitude, and outgoing personality.
• Excellent interpersonal communication skills.
• Fluent in Cantonese and English; those who can communicate in Mandarin are preferred.
• Major in business/accounting/finance or related subjects.

Responsibilities

• Provide clients with comprehensive and professional one-stop fund analysis, multi-faceted protection, and financial solutions.
• Provide clients with professional wealth management, retirement, asset allocation, and risk management solutions.
• Expand the client base and provide follow-up services to existing clients.
• Build and manage your own team, aiming for promotion to management level.

Skills

Detail-oriented

Excellent interpersonal communication

Ambitious

Positive attitude

Team player

Education

HKDSE / Form 5 or equivalent

Major in business/accounting/finance or related

Job description

Job Responsibilities:

• Provide clients with comprehensive and professional one-stop fund analysis, multi-faceted protection, and financial solutions.
• Provide clients with professional wealth management, retirement, asset allocation, and risk management solutions.
• Expand the client base and provide follow-up services to existing clients.
• Build and manage your own team, aiming for promotion to management level.

Benefits:

• Monthly salary $15,000 - $50,000, generous commissions, monthly allowances, year-end bonus, and profit sharing.
• Comprehensive career development training program provided by senior industry mentors.
• Rapid promotion opportunities; outstanding performers will have the opportunity to be promoted to management level and build their own team within one year.
• Professional logistical support, training courses, development support, and experienced team collaboration to help you become a top Million Dollar Round Table (MDRT) member in the industry.
• Qualification to attend overseas business meetings and become a Million Dollar Round Table (MDRT) member.
• Flexible work and training arrangements, and independent control of the marketing model.

Job Requirements:

• HKDSE / Form 5 or equivalent (current graduates are welcome)
• Detail-oriented, ambitious, positive work attitude, and outgoing personality.
• Enthusiastic about work, team spirit, optimistic and eager to learn.
• Excellent interpersonal communication skills.
• Fluent in Cantonese and English; those who can communicate in Mandarin are preferred.
• Major in business/accounting/finance or related subjects.

Personal data collected from applicants will be used solely for recruitment purposes and will be processed in accordance with our "Personal Data Policy," which applicants may request upon request. We reserve the right to modify these terms and conditions.