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 originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services.In addition to property agency services, the Group’s business scope now extends to wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and more.Centaline Financial Group is recognized as one of Hong Kong’s leading one-stop financial service platforms. Collaborating closely with top-tier product providers in the industry and leveraging strong synergies within the Centaline Group’s subsidiaries, we are well-positioned to offer a comprehensive suite of financial products and services tailored to a variety of customer needs.As a proud member of the Centaline Financial Group, Centaline Securities Limited is currently inviting high-caliber professionals to join our team.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, 07 Jun 2025 07:18:49 GMT

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