Financial Analyst

Key Responsibilities

Customised Wealth Advisory & Solution Development

Support the design and delivery of tailored financial planning strategies aligned with clients’ long-term objectives

Strategic Business Support & Implementation

Collaborate with the team to identify growth opportunities, optimise client engagement frameworks and support the execution of business development and strategic initiatives.

Professional Reporting & Presentation Delivery

Prepare high-standard pitchbooks, financial models, strategic proposals and performance reports for internal stakeholders and client-facing engagements.

Client Relationship Excellence

Develop consultative communication and relationship management skills to foster long-term client partnerships and uphold consistent service excellence.

Continuous Professional Learning

Participate in structured training programs covering wealth management products, advisory methodologies, compliance standards and core business strategy.

What We Offer

Multi-background Team, Super Flexible Working Mode

Better Income Potential

Benefit from Exclusive Recognition, Privilege & Trips

Clear Career Roadmap to Management Level

Who We Are Looking For

Education: Bachelor’s Degree or above from a reputable university in any discipline (We value attitude and drive over your major!).

Visa Status: Hong Kong permanent residents or IANG visa holders.

Languages: Fluent in Mandarin and Cantonese (proficiency in English is a definite plus).