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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