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Employer Ref: MCAH_FP
Recruit Ref: L047225146
Posting Date: 2020-09-24
Money Concepts (Asia) Holdings Ltd
Money Concepts (Asia) Holdings Ltd

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 40 years.

Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning

Financial Planner

Vacancy -空缺數目   2


Job Descriptions:


Agency and brokers license person co-operation

Provide comprehensive wealth management advice to clients

Provide risk management, wealth protection, investment, MPF, retirement planning services

Design tailor-made financial plans for individuals, to build portfolios through a range of products and investment options

Develop and expand existing network through customer relationship management

// We offer you //

Flexible working schedule and High Commission. Attractive commission package, earn your income without ceiling             



University graduates or Higher diploma holders

IIQE Paper 1,2,3,5 and MPF holder

Aspiring to establish a personal career and develop into an outstanding professional in financial planning

Excellent interpersonal, communication and presentations skills 

Good command of written and spoken English and Chinese

Proficient in MS Office


Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Full Time 
Min. Edu. Level Req:
Associate Degree / Higher Diploma 
Total Working Exp:
$10,000 or above (Monthly)
Hong Kong / Hong Kong Island
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