About the Job

Are you an experienced financial professional looking for more opportunities to advance your career? At CIS Group, we offer a platform where you can enhance your expertise, take on leadership roles, and enjoy uncapped career growth in wealth management and financial advisory.

Position Responsibilities

• Develop and manage a portfolio of high-net-worth clients, providing them with tailored financial solutions.
• Offer strategic investment and insurance planning to help clients achieve their financial goals.
• Lead and mentor junior associates, sharing industry insights and best practices.
• Drive business growth by expanding client networks and referrals.
• Stay ahead of financial market trends and new product developments.

Required Qualifications

• 3-8 years of experience in financial planning, insurance, or wealth management.
• Proven track record in financial advisory, investment planning, or insurance sales.
• Strong communication and relationship-building skills.
• Ability to provide customized financial solutions to clients.
• Leadership potential and a desire for career advancement.

When You Join Our Team

• Access to a comprehensive client network and premium financial products.
• Attractive commission structure and performance-based bonuses.
• Career development opportunities, including leadership training and promotions.
• A supportive team culture and a well-established brand in the financial industry.

About CIS Group

Established in 2007,  CIS Group * is firmly rooted in Hong Kong and specialized in global finance. Our management has over 30 years of experience in the fields of capital market, wealth management, funds, securities, insurance, and bank etc. The Group has embraced its core values - "Courageous", "Innovative”, and "Open" to actively develop diversified asset allocation services and provide professional, reliable, and comprehensive one-stop wealth management services for high-net-worth individuals and institutional clients in China, Hong Kong, and the Asia-Pacific region.

We proactively develop a more diversified all-in-one financial services platform, and endeavor to provide a comprehensive and value-added products and services to our clients and partners. We have established six core businesses within 10 years’ time. The scope of business includes: 

（1）Asset Management 

（2）Investment Banking Service 

（3）Family Wealth Management 

（4）Hong Kong Fund Platform 

（5）Structured Finance 

（6）Proprietary International Services 

We established a well-structured and professional business model that comply with all the relevant and applicable laws, regulations, and licenses in Hong Kong. Our members have obtained below licenses and qualifications, 

(1) Licenses issued by Securities and Futures Commission of Hong Kong for Dealing in securities (Type 1), futures contracts (Type 2), advising on securities (Type 4), and asset management (Type 9) 

[CE No. API164]; 

(2) Participant of The Stock Exchange of Hong Kong;

(3) Insurance Broker License issued by Insurance Authority [Membership No: FB1285]; 

(4) Registered MPF Intermediary [MPF Registration No.: IC001133];

(5) Money Lenders License [License No.: 0419/2024 ];

(6) Participant of Central Clearing and Settlement System [CCASS ID: B01849];

* CIS Group Limited, CIS Securities Asset Management Limited, CIS Family Wealth Management Limited,  CIS Immigration Consultancy Limited, CIS International Services Limited, CIS Finance Limited, CIS Investments Limited, 順安投資服務（深圳）有限公司 (Chinese name only) and all of their holding companies and subsidiaries are collectively referred as  CIS Group, CIS, or the Group .

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