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Recruit Ref: L05647334
Posting Date: 2023-03-31
Maxtrix Consulting
Maxtrix Consulting

We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

Financial Advisor (Banking experience preferred)


  • Hong Kong citizens or work permit holder is a must
  • University graduate in any discipline (preferably in finance discipline)
  • Level 2 or Grade E (or above) in 5 subjects in HKDSE / HKCEE 2 (including Chinese or English, and Mathematics) or equivalent or above plus 3 years working experience
  • University graduate in any discipline (preferably in finance discipline)
  • Fresh graduate and IANG also will be considered
  • Candidates with oversea study or work experience is welcomed
  • Self-motivated, Independent, excellent presentation skills with ability to work effectively under pressure
  • Outgoing and willing to work in a team-oriented atmosphere


  • Provide comprehensive financial and investment advice to clients
  • Maintain a high quality standard relationship with our existing clients
  • Identify and recommend the high profitable segments 
  • Monitor and review investment portfolios

We offer:

  • 5-days work and attractive remuneration package (25K above with attractive bonuses)
  • Medical scheme & study allowance
  • Professional training programme including mentorship support and leadership workhouse
  • Sponsorship for professional qualifications (CFP, CFA, RFP)
  • Incentive Trips & Overseas Conferences
  • Excellent career path and fast-track advancement opportunities


Interested parties please submit your CV to

Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Min. Edu. Level Req:
Minimum QF Level attained:
Total Working Exp:
$15,000 or above (Monthly)
  • Commission
  • Free Shuttle Bus
  • Life Insurance
  • Medical Insurance
  • On-the-job training
  • Performance Bonus
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