Trainee - Wealth Management/Financial Planning Trainee - Wealth Management/Financial Planning …

Morgan Philips
in Hong Kong
Permanent, Full time
Last application, 25 Nov 20
Competitive: 15,000 - 40,000 + Commission
Morgan Philips
in Hong Kong
Permanent, Full time
Last application, 25 Nov 20
Competitive: 15,000 - 40,000 + Commission
Morgan Philips is partnering with a Convoy in identifying a Trainee for their Financial Planning & Wealth Management department in their newly renovated office in Wan Chai. Convoy is the leading financial solution provider in Hong Kong offering innovative, diversified, customer-centric wealth management tools to their customers. This is a newly created role to support the growth of the business.

Morgan Philips is partnering with a Convoy in identifying a Trainee for their Financial Planning & Wealth Management department.

Main Responsibilities and Benefits:

  • Responsible for conducting financial needs analysis to assess clients’ financial situation
  • Responsible for consulting and offering all-rounded wealth management solutions to clients such as Insurance, Funds, Overeas Property, MPF, Retirement Planning, Asset Allocation and so on
  • Able to access diversified financial products from different financial institutes
  • Monthly Allowance, Excellent Commissions Scheme and Performance Bonus
  • At least 2 Oversea Conferences (Travel) per year
  • Working Location: Wan Chai

 

Competencies:

  • Tertiary or University graduates in any discipline
  • Fresh graduate or having 1 year or above work experience in Hong Kong 
  • Good command of spoken English, Mandarin and Cantonese
  • Energetic, Proactive, Resourceful
  • Ability in dealing with new situations and challenges
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