Responsibilities
• Develop and manage the professional sales team in achieving team sales target
• Provide advice, consultancy service and effective support to team members
• Plan and implement market strategies and promotion programs to acquire new clients and improve clients engagement
• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• At least 4 years of relevant experience with team management and supervisory experience
• Well-equipped direct team with minimum 2 insurance agents
• Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
• Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
• CFP / CFA qualification preferred but not essential
• Good market sense and strong knowledge on insurance or investment products
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Senior District Manager

What we offer
• 5-daywork
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

Responsibilities
• Acquire and build good relationship with existing and new target customers
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Participate in promotion programs to acquire new clients and improve clients engagement
• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• Minimum 4 years of relevant experience with proven track record
• Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
• Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
• CFP / CFA qualification preferred but not essential
• Good market sense and strong knowledge on insurance or investment products
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Principal Manager

What we offer
• 5-day work
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

Responsibilities
• Acquire and build good relationship with existing and new target customers
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Participate in promotion programs to acquire new clients and improve clients engagement
• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• Welcome fresh graduates / IANG holders
• Experience gained from sales or customer services sector in any industry
• Pass IIQE (Paper 1,2,3,5) preferred but not essential
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Manager

What we offer
• 5-daywork
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

Responsibilities
• Assist the Head of Group Legal & Compliance to carry out the legal, compliance and company secretarial works to ensure the Group’s business operations being strictly in compliance with regulatory requirements
• Assist in formulating control procedures and compliance programs to cope with ongoing changes in laws, regulations and business needs regarding the regulated activities
• Liaise with regulators e.g. SFC, PIBA, HKFI, HKEx, Customs and Excise, etc. on handling licensing matter
• Assist the Company Secretary to handle company secretarial duties for the Group companies
• Draft, amend and renew the compliance policies and procedures manuals
• Review and comment on operational manuals for the business units of the Group
• Review the reports for AML and CFT purposes and take appropriate follow-up actions
• Perform compliance monitoring daily and other regular routines
• Conduct AML and Compliance training

Requirements
• Degree holder in Law, Business, Finance or related disciplines
• 7 years or above relevant experience in financial industry, preferably with Company Secretarial exposure
• Well versed with Company Ordinances, Securities and Futures Ordinances and other statutory and regulatory requirements on KYC, AML and good knowledge in financial products and commercial practices in SFC regulated activities, insurance broker & money lenders business
• Independent, able to work efficiently with minimum supervision
• Proficient in both spoken and written English and Chinese
• Immediately available highly preferred

Candidate with more experience will be considered as Senior Manager

We offer competitive remuneration and fringe benefits including but no limited to the followings:
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)

優厚佣金制度．彈性工作時間

職責
• 開拓本地、國內、海外目標客戶群
• 與客戶建立良好關係，開拓客戶群組
• 提供投資建議並協助客戶進行買賣交易

任職條件
• 中五或以上程度
• 具銷售經驗及固定客戶群者優先
• 通過保險中介人資格考試 (IIQE)
• 持有證監會發出RA1或RA2代表牌照或考獲證券及期貨從業員資格考試 (包括:卷一、卷七、卷八)
• 主動積極，良好溝通技巧