Financial Planning and Wealth Management Manager & Trainee Financial Planning and Wealth Management Manager &  …

Morgan Philips
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 28 May 20
Competitive: 15,000 - 40,000 + Commission
Morgan Philips
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 28 May 20
Competitive: 15,000 - 40,000 + Commission
Morgan Philips is partnering with Convoy, an All-Round Money Management Platform in identifying a Trainee/Associate/Advisor. • This is a newly created role to support the growth of the business. • HKD 15,000 - 40,000 Monthly Allowance • Excellent Commissions Scheme and Performance Bonus • At least 2 Oversea Conferences (Travel) per year • Working Location: Wan Chai

Main Responsibilities and Benefits:

  • Responsible for conducting financial needs analysis to assess clients’ financial situation
  • Responsible consulting and offering all-rounded wealth management solutions to clients such as Risk Management, Retirement Planning, Asset Allocation, MPF, insurance, Funds, Overseas Property and so on
  • Able to access diversified financial products from different financial institutes

Competencies:

  • University graduates with Bachelor’s or Master Degree in any discipline
  • Fresh graduate or having 1 year or above work experience in Hong Kong / Mainland China
  • Good command of spoken English, Mandarin and Cantonese
  • Energetic, Proactive, Resourceful
  • Ability in dealing with new situations and challenges
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