This job is already expired. Here to continue job search.
Recruit Ref: L050380101
Posting Date: 2021-09-17
中原金融集團 Centaline Financial Group
中原金融集團 Centaline Financial Group

Centaline Financial Group is a subsidiary of Centaline Group under the management of Mr. Shih Wing-ching, the founder of Centaline Group. To strive for our goal “以客為本,共同創富”, our professional Wealth Management Team provides One Stop excellent financial planning services to our valuable clients.

公司網址:hk.centawealth.com / 電郵:hr@centawealth.com

Wealth Management Specialist / Financial Planning Management Trainee (5-day work)

Company Background:

Centaline Group was founded in 1978 with the establishment of Centaline Property Agency Limited. Under the leadership of Mr. Shih Wing Ching, Centaline has become a brand name of diversified services and reputation. Besides the property agency services, scope of the Group’s business includes wealth management, risk management, investment advisory service, surveying, property valuation, tenancy management, mortgage referral and immigration service. Centaline Financial Group has been ranked one of the best financial service brokers industry for consecutive years. With the support of our parent company, we provide various professional services for a wide range of financial products to address different financial needs of private wealth individuals and institutional groups. 

Responsibilities:

  • Conduct KYC (know your client) and KYP (know your product) process in routine work;
  • Conduct financial planning process for private wealth individuals and institutional groups;
  • Handle existing customer enquiries and cross-sell extensive ranges of services from our Centaline Group;
  • Answer walk-in enquiries and handle with the leads distributed by team head;
  • Assist in the long term CRM in compliance with the company’s internal policies and all applicable regulatory requirements.

Requirements:

  • Form 5 or DSE Graduates;
  • Two-year of banking and financial experiences is preferred;
  • Eager to learn and work under pressure;
  • Willing to be a team player;
  • Be positive and open-mind for industry challenges;
  • Capable to work effectively;
  • Passed the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1, 2, 3, 4, 5 an advantage;
  • Passed the Licensing Examination (LE) Paper 1, 7, 8 an advantage;
  • Passed the Estate Agent Authority (EAA) Examination an advantage;
  • Certified Financial Planner (CFP) an advantage;
  • Chartered Financial Analyst (CFA) an advantage;
  • Qualified Retirement Advisers (QRA) an advantage.

 

Competitive Package:

  • 5 days working (9:30 A.M. - 6:00 P.M.);
  • Quarterly Top Performance Bonus;
  • Comprehensive Medical Plan, Retirement Plan.

If you're looking for an opportunity to be part of us, simply APPLY NOW for an interview with your resume or CV to hr@centawealth.com or (Whatsapp) +852 6689 9610.

(Data collected will be kept strictly confidential and used for recruitment purpose only)


Summary
Industry:
Insurance 
Job Position Level:
General 
Employment Term:
Full Time / Part Time 
Min. Edu. Level Req:
F.5 / HKCEE 
Minimum QF Level attained:
-- 
Total Working Exp:
-- 
Salary(HKD):
--
Location:
Yau Tsim Mong District / Tsim Sha Tsui
Benefits:
--
This job is already expired. Here to continue job search.
Recruit.com.hk is an online website providing source of employment opportunities. Explore jobs in banking like credit approval jobs, private banking jobs and mortgage jobs. Search other job vacancies in the logistics, merchandising, customer services, retail and software engineering. Other employment terms including contract, part time, and temporary are listed in the site. management trainee and graduate trainee opportunities can be found as well.
Maximum 5 Temporary Records Limit Reached!
Please Login or Register!
Recruit will store the information provided relating to your preference for jobs and your personal details in our proprietary database. This information is held in the strictest confidence and will not be disclosed to any third party without your prior approval. We may use the personal data we collect to notify you about our new services and special offers. However, if you request to delete your personal information from our database, please contact us at service@recruit.com.hk.