工作職責 ：

• 根據客戶需求提供一站式理財服務 （風險管理、投資及資產配置、醫療保障、退休規劃等）
• 制定財富管理策略，聯繫金融、醫療等機構網絡
• 掌握時下適切的財務知識、政經新聞；緊貼市場資訊、社媒營運

入職要求 ：

• 大學本科 (Bachelor Degree) 或以上學歷；
• 操流利廣東話，基本英語及國語能力；
• 持有香港身份證的人士

薪酬及福利 ：

• 月薪$20,000 + 優厚花紅及獎金
• 上班時間靈活自由，無需每日通勤。
• 可獲出席海外業務會議及旅行
• 考取專業資格如CCFP/CFA/CPA/CPB等協助

所有求職者具備任何條件均會納入考慮，亦歡迎大學畢業生 / 新來港人士 / 待業或希望轉行的各行各業人才！

有興趣可以WhatsApp：95121620 / 微信：+85295121620 

Job Responsibilities:

• Provide one-stop financial services based on client needs (risk management, investment and asset allocation, medical protection, retirement planning, etc.)
• Develop wealth management strategies and connect with networks in finance and healthcare.
• Stay updated with relevant financial knowledge, political and economic news; keep abreast of market information and social media operations.

Job Requirements:

• Bachelor’s degree or above.
• Fluent in Cantonese, with basic English and Mandarin skills.
• Must hold a Hong Kong Identity Card.

Compensation and Benefits:

• Monthly salary of $20,000 + generous bonuses and incentives.
• Flexible working hours with no daily commuting required.
• Opportunities to attend overseas business meetings and travel.
• Assistance in obtaining professional qualifications such as CCFP/CFA/CPA/CPB.

All applicants meeting any of the criteria will be considered. We also welcome recent graduates, newcomers to Hong Kong, and individuals looking to change careers from various industries!

If interested, please WhatsApp: 95121620 / WeChat: +85295121620.

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