Financial Planner
Responsibilities:
- Assess client's financial objectives and advise them on a full range of investment and protection solutions
- Develop market or explore long-term business relationship with potential customers
- Provide comprehensive services to clients, including account opening and handing client inquires
Requirements:
- Mature, career-minded, self-driven and motivated professionals with interpersonal skills
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University graduate, holder of IA/SFC license regulated activity is preferred
Related IFA experience may considered as Senior Wealth Management Consultant
We offer:
- Multi-income from a full range of financial products including insurance and securities
- Professional and comprehensive on-going training for licensing
- Competitive and attractive remuneration package
We offer attractive commission package and sophisticated trading platform to support our Phillip Financial Advisors.
Interested parties please apply by clicking Quick Apply.
For enquiry, please call us at 3653 3653.
“All personal data collection is for recruitment purposes. The data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided immediately upon request.”
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Why limit yourself
When you can be widely different?
Phillip Securities Group is one of the members of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices in Singapore, Hong Kong, China, US, Japan, UK, France, Australia, Malaysia, Thailand, Indonesia, Sri Lanka, Turkey, India, Cambodia and Dubai. Currently, we have more than 3,500 staff in Asia and Europe with total shareholders’ fund in excess of US$1 billion.
In Hong Kong, our group of companies include Phillip Securities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd and CyberQuote (HK) Ltd.
We offer a full range of financial services which include asset management, bond and securities broking, futures & options, foreign exchange, unit trusts, insurance, investor education and investment research. With a strong financial position and together with a 600+ dynamic sales force to provide high standard professional services to our clients, we are now one of the most fully fledged financial services firms in Hong Kong.
At Phillip, we provide you the necessary platform to scale to greater heights. If you have the drive and aggressiveness to go the extra mile, the opportunity awaits you. Don't miss the chance to advance your career with us!
For more information, please visit our website at www.poems.com.hk.