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 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 Financial Services Limited is currently inviting high-caliber professionals to join our team.We offerWell-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 planning’s for clientsWealth Management & Portfolio Advices;Investment Planning;Retirement Planning;Risk Management Planning.2. Management LevelAttempt Planning Strategies for Constructing Team;Learn Recruiting & Managing Team.3. Self Continuous ImprovementAcquire Up-to-Date Financial Knowledge and News;Develop Better Interpersonal and Communication Skills.4. Development Path and Work BenefitA structured career path and solid training in all aspects of management;Sponsored overseas travelling for achieving yearly targets.We are looking forDegree 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 Package5 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, 15 May 2025 07:39:08 GMT

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