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Financial Planner

Provide clients with wealth management, insurance, retirement and investment advice and services
Recruit, build and manage your team in business and sales
Stay up-to-date with latest market trends, products and news 


Responsibilities
Provide financial planning support to clients
Provide clients with wealth management, insurance, retirement and investment advice and services
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy


Qualifications
Bachelor's degree or above is preferred
Fresh graduates and IANG applicants are welcomed
Strong understanding of the investment business
Proficiency in spoken and written Chinese and English
Excellent communication and interpersonal skills





Job Summary

Category & Subcategory:
Salary: $18,000 - $26,000 / month
Location: Yau Tsim Mong
Work Type: Full Time
Career Level: Not Specified
Education: Not Specified
Experience: Not Specified
Ref Number:
Date Posted: Apr 25 2026
Employer: The B Team (Hong Kong) Limited