Wealth Management Consultant

We are a dynamic and professional financial planning team delivering comprehensive wealth management and risk protection solutions.

Key Responsibilities

1. Insurance & Risk Management: Provide professional insurance planning covering life, savings, retirement, and more.

2. Asset Management & Investments: Execute securities trading, provide investment advisory, and deliver asset management solutions.

3. High-End Wealth Planning: Advise on trust solutions, residency/citizenship planning, and family office setup to support clients with wealth preservation and succession

Fast Start Support

Onboarding Support: Newcomer allowance and competitive performance incentives to help kick-start your pipeline.

Team Collaboration:

Actively participate in team meetings, marketing initiatives, and ongoing professional development sessions.

Benefits & Welfares:

Attractive Remuneration: Average monthly income of HK20,000 – HK40,000 (uncapped commission + performance bonuses).

Corporate Coverage- Company group medical insurance upon onboarding.

Licensing Support:Free study materials and intensive prep courses for IIQE licensing exams, with full examination fee reimbursements upon passing.

Professional Development-Structured training covering product knowledge, market intelligence, and sales advisory skills (mentored 1-on-1 by senior managers).

Clear Career Path:Well-defined, merit-based career progression with accelerated pathways to managerial roles for top performers.

Extra Incentives: Overseas conventions, travel incentives, and attractive quarterly/annual performance bonuses.

Requirements:

Education-Bachelor’s degree or above; candidates with HKDSE / HKCEE qualifications paired with customer service experience are also welcome.

Attributes:

Self-motivated, strong interpersonal and communication skills, and a high sense of responsibility.

Target Candidates:

Career changers, fresh graduates, and IANG visa holders are welcome to apply.

Licensing: Candidates who have passed IIQE Papers 1 & 3 will be prioritized.