We are proud to affirm our position as the best team in the industry for nurturing young professionals, as evidenced by our latest achievement: the Youngest MDRT (Million Dollar Round Table) member globally! This milestone reflects our commitment to empowering talent and fostering exceptional growth.

As we celebrate this success, we are actively seeking passionate and driven candidates to join our dynamic team. If you are ready to be part of a team that supports your ambitions and helps you achieve extraordinary results, we'd love to connect with you.

LET's create more incredible stories together!

 

Program Review

• Understand individual and corporate clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
• Hands-on training and mentorship from experienced wealth advisors
• Maintain and develop relationship with clients
• Prepare presentations and proposals for internal and client usage

計劃內容

• 透過監控投資組合的風險水平，了解個人和企業客戶的財富目標和投資要求
• 評估客戶目前的財務狀況，並為客戶制定財務計劃，選擇合適的金融產品和服務
• 高級經理將提供的培訓和指導
• 與客戶保持良好的關係
• 準備供內部和客戶使用的簡報和提案

 

Qualifications

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work effectively in a team
• High level of adaptability and flexibility
• Attention to detail and strong organizational skills
• Passion for learning and professional growth
• Proficiency in Putonghua, Cantonese and English

所需特質

• 良好的分析和解決問題的能力
• 良好的溝通技巧
• 能在團隊中工作
• 良好的適應性和靈活性
• 注重細節和有良好的組織能力
• 對學習和事業發展有熱忱
• 良好國語, 粵語及英語

 

Degree holder in all discipline, fresh graduate are welcome/ IANG/ TTPS/ QMAS visa holders are welcome

歡迎各專業學位持有者、應屆畢業生/ 歡迎港內地學生/TTPS/ QMAS簽證持有者