Morgan Philips is partnering with a Convoy in identifying a Trainee for their Financial Planning & Wealth Management department in their newly renovated office in Wan Chai. Convoy is the leading financial solution provider in Hong Kong offering innovative, diversified, customer-centric wealth management tools to their customers. This is a newly created role to support the growth of the business.
Morgan Philips is partnering with a Convoy in identifying a Trainee for their Financial Planning & Wealth Management department.
Main Responsibilities and Benefits:
- Responsible for conducting financial needs analysis to assess clients’ financial situation
- Responsible for consulting and offering all-rounded wealth management solutions to clients such as Insurance, Funds, Overeas Property, MPF, Retirement Planning, Asset Allocation and so on
- Able to access diversified financial products from different financial institutes
- Monthly Allowance, Excellent Commissions Scheme and Performance Bonus
- At least 2 Oversea Conferences (Travel) per year
- Working Location: Wan Chai
- Tertiary or University graduates in any discipline
- Fresh graduate or having 1 year or above work experience in Hong Kong
- Good command of spoken English, Mandarin and Cantonese
- Energetic, Proactive, Resourceful
- Ability in dealing with new situations and challenges