Key Responsibilities

- Financial Advisory: Assist the team in providing professional financial planning and advisory services.

- Client Relationship Management: Build and maintain strong client relationships to drive sustainable sales performance.

- Needs Analysis: Assess and analyze client needs across finance, insurance, and banking.

- Comprehensive Exposure: Gain hands-on experience in wealth management, risk management, and relationship management.

- Bespoke Solutions: Tailor investment strategies for high-net-worth clients to help them achieve their financial goals.

職位內容：

- 協助財富管理團隊為客戶提供專業的財務規劃與顧問服務；

- 建立並維繫良好的客戶關係，推動持續及穩定的銷售成果；

- 了解並分析目標客戶的金融、保險及銀行需求；

- 全面接觸財富管理、風險管理及客戶關係管理的各個範疇；

- 為高端客戶量身制定投資策略，識別其財務目標並提供解決方案 ；

Requirements & Qualifications

- Education: Bachelors' degree holder.

- Client-Focused: Strong ability to accurately identify and respond to clients' financial needs.

- Passionate & Driven: Highly motivated toward wealth management, with strong self-discipline, responsibility, and a goal-oriented mindset.

- Work Authorization: Legally eligible to work in Hong Kong (Permanent Resident, TTPS, QMAS, IANG, Dependent Visa, or other valid work permits).

Training & Support Highlights

- Beginner-Friendly: Full end-to-end training on policy details, client needs analysis, and family protection planning—starting from scratch.

- 1-on-1 Mentorship: Hands-on guidance from licensed mentors, including role-play simulations, case reviews, and joint client meetings.

- Robust Platform: Access to a dedicated knowledge base, monthly product seminars, skill workshops, and lead-generation sharing.

- All-Round Growth: Full support for industry newcomers and experienced professionals to become independent Wealth Management Specialists.

Benefits & Remuneration

- Attractive Compensation: Monthly salary package ranging from HK$30,000 to HK$45,000.

- Competitive Bonus Scheme: Performance-based incentives and bonuses linked to individual and team results.

- Work-Life Balance: Flexible working hours and hybrid arrangements to support personal well-being.

我們期望你具備：

- 學歷要求：學士學位；

- 以客戶為本，能準確捕捉其財務需求；

- 對財富管理行業充滿熱忱，具備責任感、自律性與目標導向思維；

- 符合香港合法工作資格，接受以下身份申請：香港永久居民、高端人才通行證（高才通）、優秀人才入境計劃（優才通）、非本地畢業生留港／回港就業安排（IANG）、受養人入境簽證，或其他有效工作許可；

培訓支持亮點：

- 零基礎友好：全程從零教起，拆解展業全流程，涵蓋保險條款、客戶需求分析、溝通談單、家庭保障規劃等核心知識技能。

- 一對一全程護航：前輩帶新人，持牌導師陪同場景模擬、案例複盤，第一次見客有人指導，棘手問題有團隊合力支援。

- 完善平台支撐：搭建專屬知識庫與實戰平臺，每月開展產品研討、技能演練，夥伴齊聚分享獲客心得、拆解複雜保單。

- 全方位成長：不論是業界新人，還是想突破瓶頸的從業者，均可在這裡深耕，最終成為獨當一面的財富規劃師。

福利：

- 豐厚薪酬（月薪範圍：HK$30,000–HK$45,000）；

- 具競爭力之彈性花紅制度，與個人及團隊績效掛鉤；

- 彈性工時安排，支援工作與生活平衡。