Wealth Management Specialist / Financial Planning Management Trainee

Job title: Wealth Management Specialist / Financial Planning Management Trainee

Company: Centaline Financial Services Limited


Job description: Company Background：Centaline Group was founded in 1978 with the establishment of Centaline Property Agency Limited. Under the leadership of Mr. Shih Wing Ching, Centaline has become a brand name of diversified services and reputation. Besides the property agency services, scope of the Group’s business includes wealth management, risk management, investment advisory service, surveying, property valuation, tenancy management, mortgage referral and immigration service. Centaline Financial Group has been ranked one of the best financial service brokers industry for consecutive years. With the support of our parent company, we provide various professional services for a wide range of financial products to address different financial needs of private wealth individuals and institutional groups.Responsibilities：

• Conduct KYC (know your client) and KYP (know your product) process in routine work;
• Conduct financial planning process for private wealth individuals and institutional groups;
• Handle existing customer enquiries and cross-sell extensive ranges of services from our Centaline Group;
• Answer walk-in enquiries and handle with the leads distributed by team head;
• Assist in the long term CRM in compliance with the company’s internal policies and all applicable regulatory requirements.

Requirements：

• Form 5 or DSE Graduates;
• Two-year of banking and financial experiences is preferred;
• Eager to learn and work under pressure;
• Willing to be a team player;
• Be positive and open-mind for industry challenges;
• Capable to work effectively;
• Passed the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1, 2, 3, 4, 5 an advantage;
• Passed the Licensing Examination (LE) Paper 1, 7, 8 an advantage;
• Passed the Estate Agent Authority (EAA) Examination an advantage;
• Certified Financial Planner (CFP) an advantage;
• Chartered Financial Analyst (CFA) an advantage;
• Qualified Retirement Advisers (QRA) an advantage.

Competitive Package：

• 5 days working (9:30 A.M. – 6:00 P.M.);
• Quarterly Top Performance Bonus;
• Comprehensive Medical Plan, Retirement Plan.

If you’re looking for an opportunity to be part of us, simply APPLY NOW for an interview with your resume or CV to us.(Data collected will be kept strictly confidential and used for recruitment purpose only)All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Expected salary:

Location: Tsim Sha Tsui, Hong Kong

Job date: Sat, 12 Apr 2025 07:01:26 GMT

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