Independent Financial Advisor

Company:

We offer a full range of financial products including insurance, MPF, mutual funds, securities, money transfer, international properties and mortgages. The Group is committed to be the financial partner of people in Hong Kong by embracing the digital trend and launching an online money management platform.

Job Descriptions:Provide comprehensive wealth management advice to High Net Worth individuals and corporate clients in HK & PRC marketDesign tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehiclesDevelop and expand existing network through customer relationship managementLead team and implement strategic planning for team management

Requirement:University degree holder or equivalent (Welcome IANG visa and dependent visa holders)Fresh graduates are welcome to joinExperienced professionals will be introduced to Executive Development Program (EDP)Entrepreneurship vision and self-motivated mindsetExcellent interpersonal, communication and presentations skillsGood command of written and spoken English , Cantonese or Putonghua

We offer:Monthly Allowance + attractive commission and performanceMedical and professional education benefitAnnual Overseas trips & conventionsOne-year fast track management pathComprehensive in-depth training with personal coachingWell-structured development program to help you become a member of Million Dollar Round Table (MDRT)Training and incentive for our team member who is pursuing professional certificates e.g. MDRT, AFP, CFP, CFA, RFP, RFC, CPAInsight knowledge over capital market in HK and PRC. Top performer will have opportunities to participate in investment projects

All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Policy, which is available upon request. Convoy reserves the right to modify the terms and conditions of package offered.