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Requirements: High Diploma holder or above(HKCEE/HKDSE with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E/Level 2/“attained”or above) Interested in wealth management and financial planning. Hong Kong Permanent resident or valid work permit in Hong Kong/ IANG/ dependent visa) Good command in Cantonese, English and Putonghua. Self-motivated and able to work independently A good team player with good interpersonal and communication skills, strong sense of responsibilities. Job Responsibilities: Solutions for corporations such as MPF, Group life and health, General insurance and IPO Follow ups for customer inquiries, orphan customer servicing, potential clients, etc and facilitation of project progress. Digital marketing, online and offline marketing activities, social media content creation Participate in regular meetings and closely monitor industry trends to provide accurate and relevant advice Keen interest in financial markets, investment banking, and corporate transactions Attention to detail and strong organisational skills Professional attitude with a commitment to continuous learning and professional development CFA Level I candidate status or willingness to pursue professional certifications is preferred We offer: Month allowance, performance bonus, annual bonus Flexible working days and hours Free overseas conferences Excellent career development and promotion opportunities Professional training program and mentorship program (CFP, CFA, RFP) Medical scheme & study allowance