Job Highlights
· Wealth & Portfolio Management
· Flexible working schedule
· Young team with big ambitions, Excellent career path
Job Description
· Assist in providing high-quality financial planning and wealth management services to our diverse clientele
· Gain exposure to various aspects of the financial planning process, including investment analysis, portfolio management, and client relationship management
· Participate in training programs and workshops to enhance your industry knowledge and skills
· Collaborate with experienced financial advisors to learn best practices and acquire practical experience
· Contribute to the continuous development and enhancement of our wealth management processes and procedures
· Work alongside colleagues to provide after-sale services and foster strong client relationships
We Are Looking For:
· Recent or prospective university graduates with Bachelor's or Master's degrees
· Majors in finance, economics, risk management, or other relevant business fields preferred
· Strong interest in financial planning and wealth management
· Excellent communication and interpersonal skills
· Analytical and problem-solving abilities
· Local applicants welcomed along with those holding IANG/TTPS/QMAS/dependent visas
· Fluent in oral and written Chinese & and English; Mandarin knowledge is advantageous
We Offer
· Comprehensive training and mentorship program
· Opportunities for career advancement and specialisation
· Competitive salary and performance-based bonuses
· Flexible work arrangements and work-life balance initiatives
· Health and wellness programs to support your well-being
· IIQE Papers licensing training, with full fee coverage
Our Team
· Challenge District is a top-performing district under AIA, established by Mr. Terence Yee in 1994
· High proportion of success, including consistent achievement of highest number and highest percentage Million Dollar Round Table (MDRT) status
· Young and energetic working environment that nurtures team members to become future entrepreneurs
· Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape
· Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth