Senior Financial Advisor/Financial Advisor

Job Highlights 

Comprehensive & professional training 

Excellent career path development 

Fresh Graduates will be considered 

 

Who we are? 

PHOENIX TEAM
is a business incubation team powered by OnePlatform#, a member of AGBA Group.
We are committed to cultivating sales team, and we offer tailored solutions for sales leaders who aspire to establish/expand their sales team.  

Responsibilities 

Provide comprehensive wealth planning services 

Client networking and relationship management, understand their‑financial situation and review existing‑financial plans 

 

The Person: 

Tertiary or university level education, preferably in finance, business or a related field 

Non-local graduates (IANG) are welcome to apply Self-motivated, excellent interpersonal skill 

Excellent communication, interpersonal and motivational skills 

Insurance licenses required 

We offer: 

Attractive commission and bonus scheme 

Allowance packages 

Uncapped earning potential 

Seasoned sales promotional offers 

A series of wealth planning training programs 

Comprehensive training for new-joiners 

Young, fast-paced and open working environment 

 

Information collected will be treated in strict confidence and used solely for recruitment purpose.  

(All applications will be treated in strict confidence and used for recruitment purpose by AGBA Group Limited and its affiliates only. All applicants are kept on file 6 months from the date of the application.) 

 Company Overview 

OnePlatform Wealth Management Limited is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority with the MPF Registration No.IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers. 

#Notes 

(1) Insurance and MPF schemes brokerage services are provided by OnePlatform Wealth Management Limited (respectively an Insurance Broker Company with HKIA Licence No. FB1452 and
Principal Intermediary with MPF Registration No. IC000579) ;​ 

(2) Fund products and portfolio management services are distributed and/or rendered by OnePlatform Asset Management Limited (a licensed corporation with SFC CE No. AFQ784);​ 

(3) Money lender business (including mortgage) are provided by OnePlatform Credit Limited (Money Lenders Licence Number 1207/2022);​ 

(4) Any estate agency business exclusively in relation to properties outside Hong Kong are provided by OnePlatform International Property Limited;​ 

(5) Any other non-regulated products and/or services are provided by subsidiaries of AGBA Group Holding Limited;​