Financial Planner

Phillip Securities Group

Responsibilities:

  • Assess client's financial objectives and advise them on a full range of investment and protection solutions
  • Develop market or explore long-term business relationship with potential customers
  • Provide comprehensive services to clients, including account opening and handing client inquires

Requirements:

  • Mature, career-minded, self-driven and motivated professionals with interpersonal skills
  • University graduate, holder of IA/SFC license regulated activity is preferred
    Related IFA experience may considered as Senior Wealth Management Consultant

We offer:

  • Multi-income from a full range of financial products including insurance and securities
  • Professional and comprehensive on-going training for licensing
  • Competitive and attractive remuneration package
More job information
Salary negotiable
Benefits
  • Discretionary bonus
  • Work from home
Job Function
  • Banking · Financial Service - Investment
  • Banking · Financial Service - General · Others
Location
  • Admiralty
Employment Term
  • Full-time
  • Permanent
Education
  • Degree

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