Wealth Management Specialist / Financial Planning Manager (5-day work)

Job title: Wealth Management Specialist / Financial Planning Manager (5-day work)

Company: Centaline Financial Services Limited


Job description: Company BackgroundCentaline 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.We offer

• Well-structured and comprehensive assets training;
• Monthly income up to HKD20,000 + unlimited commissions;
• Work Hard + Play Hard working environment, lots of fun;
• Opportunity to explore PRC business;
• Weekly In-house research team market update.

Responsibilities1. Professional Investment plannings for clients

• Wealth Management & Portfolio Advices;
• Investment Planning;
• Retirement Planning;
• Risk Management Planning.

2. Management Level

• Attempt Planning Strategies for Constructing Team;
• Learn Recruiting & Managing Team.

3. Self Continuous Improvement

• Acquire Up-to-Date Financial Knowledge and News;
• Develop Better Interpersonal and Communication Skills.

4. Development Path and Work Benefit

• A structured career path and solid training in all aspects of management;
• Sponsored overseas travelling for achieving yearly targets.

We are looking for

• Degree holder in all discipline;
• Energetic and outgoing;
• Mature, self-motivated, hardworking and willing to learn;
• 1-2 years working experience is an advantage;
• Experience in banking industry or background in mainland will be an advantage;
• Overseas Hong Kong Students are also welcome;
• Passed the IIQE Paper 1, 2, 3, 4, 5 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: Thu, 20 Mar 2025 08:29:50 GMT

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