
Financial Advisor (Financial Planning & Wealth Management Consultant)
Responsibilities:
- Assess client’s financial objectives and advise them on a full range of investment and protection solutions
- Develop market or explore long-term business relationship with potential customers
- Provide comprehensive services to clients, including account opening and handing client inquires
Qualifications:
- Associate Degree or above
- Mature, career-minded and outgoing with a passion for wealth management
- Excellent interpersonal skills, good client networking in serving clients
- Passionate, independent and self-motivated
- Fluent in speaking Cantonese and Mandarin is an advantage
- Pass in IIQE
- Pass HKSI LE or equivalent is preferable
Whats you gain:
- Multi-income source and on-going revenue from a full range of financial products including insurance, securities, managed fund portfolio and clients’ ongoing trading
- Professional and comprehensive on the job training for getting license
- Excellent career development opportunities
- Candidates with more experience may be considered as Senior Financial Consultant.
Please send your curriculum vitae to Phillip Securities Group, 11/F, United Centre, 95 Queensway, Hong Kong Attn: Personnel Department or email to admin@phillip.com.hk or contact 2277 6767..
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