About Us:

• We are a licensed financial and insurance institution.

• Specializing in personal and corporate wealth management, asset allocation, risk protection, and retirement planning.

• Years of market experience with mature client resources and a professional service system.

• Core values: professionalism, integrity, and win-win cooperation.

• Committed to building a robust wealth ecosystem for clients and a sustainable career platform for partners.

Who We Are Looking For:

• Belief in the wealth management industry with a focus on long-term financial development.

• Strong communication skills, client service orientation, and a business development mindset.

• Preferred background in sales, financial planning, insurance, banking, legal, or accounting.

• Self-disciplined, responsible, and motivated to achieve career and income growth.

• Eagerness to learn professional knowledge and obtain relevant industry certifications.

What You Can Gain:

• Professional Training & Growth:

  • Comprehensive training in basic finance, wealth planning, and product logic.

  • One-on-one coaching from senior managers with hands-on case guidance.

  • Support for industry certifications and continuous learning resources to enhance competitiveness.

• Flexible Development & Income:

  • Flexible working arrangements for a better work-life balance.

  • Clear career progression: Practitioner → Team Supervisor → Regional Leader.

  • Diversified income structure: service commissions + bonuses + team management incentives, with unlimited potential.

• Resources & Platform Support:

  • Access to mature client resources and marketing channels.

  • Full administrative support, marketing materials, and event planning assistance.

  • Strong brand endorsement to reduce business development barriers.

Our Vision for Win-Win Cooperation:

• This is more than just a job — it is a long-term career that is accumulative, inheritable, and continuously growing.

• We seek like-minded partners with clear goals.

• Together, we safeguard wealth for clients and build passive income and a lifelong career for ourselves.

• We welcome you to contact us!

HKDSE Requirements:

• A minimum of 5 subjects at Level 2 or above, including:

  • Chinese Language

  • English Language

  • Mathematics

HKCEE Requirements:

• A minimum of 5 subjects at Grade E or above, including:

  • Chinese Language

  • English Language

  • Mathematics

Qualifications:

• Accredited to QF Level 4 or above (Hong Kong Qualifications Framework)

• Qualifications from Mainland China:

  • Graduation certificate / Degree certificate / National College Entrance Examination (Gaokao) transcript

  • Plus: CHSI verification report or notarial certificate

• Qualifications from Overseas:

  • Graduation certificate

• Note: For higher education qualifications obtained in 2001 or later, a CHSI verification report is required.

Gaokao (National College Entrance Examination):

• You are required to obtain IIQE Paper 1 & 3, and we can assist in making the necessary arrangements for you.