关于公司
• 亚洲及大中华区前 5 大代理机构，在个人与企业财务规划及投资领域皆具备专业实力。
• 透过 AIAPA 友邦精英学院系统化培训平台提供专业技能培训。
• 连续 18 年成功培训 IANG（非本地毕业生留港/回港就业安排）及 TTPS（高才通）候选人成为 MDRT（百万圆桌会）会员。
关于职位
我们正在寻找就读于 QS 百强大学的本科生/研究生，或是持有 IANG 或 TTPS 签证的应届学士/硕士毕业生。
职责描述
• 针对客制化的目标市场，积极开拓香港及中国内地市场。
• 根据客户的需求与顾虑，制作相应的解决方案（书面报告或 PPT 简报）。
• 接受持续的在职培训，包括但不限于：市场洞察与最新动态、资本市场的基金公司最新资讯等。
任职资格
• 以普通话（国语）为主要语言。
• 具备团队合作精神。
• 乐于尝试并勇于接受挑战。
• 具备解决问题的能力。
必要技能
• 出色的沟通技巧。
• 良好的团队协作能力。
• 解决问题的技能。
加分技能（优先考虑）
• 具备财务规划或投资相关经验。
• 熟悉市场分析。
薪酬待遇与福利
• 首年收入不低于 50 万港币。
• 每周工作 4 天。
• 3 年快速晋升通道至高阶管理职位。
• 协助 IANG / TTPS 签证申请并保证续签。
平等机会声明
我们在招聘流程中致力于维护多元与包容性。
About the Company
• Top 5 Agency in Asia and the Greater China Region, with proven expertise in both personal and corporate financial planning and investment.
• Provides professional skill development through the systematic AIAPA training platform.
• Successfully trained IANG (Immigration Arrangements for Non-local Graduates) and TTPS (Top Talent Pass Scheme) candidates to become MDRT (Million Dollar Round Table) members for 18 consecutive years.
About the Role
We are looking for undergraduate/postgraduate students currently studying at QS Top 100 universities, or fresh Bachelor's/Master's graduates holding IANG or TTPS visas.
Job Responsibilities
• Actively develop the Hong Kong and Mainland China markets, targeting customized niche segments.
• Tailor and prepare comprehensive solutions (written reports or PPT presentations) based on clients' specific needs and concerns.
• Participate in continuous on-the-job training, including but not limited to: market insights, latest trends, and updates from fund houses in the capital markets.
Job Qualifications
• Mandarin (Putonghua) as the primary language.
• Strong team player.
• Open to trying new things and eager to embrace challenges.
• Solid problem-solving abilities.
Required Skills
• Excellent communication skills.
• Strong teamwork and collaboration capabilities.
• Problem-solving skills.
Preferred Skills (An Advantage)
• Experience in financial planning or investment-related fields.
• Familiarity with market analysis.
Compensation & Benefits
• First-year income of no less than HKD 500,000.
• 4-day work per week.
• 3-year fast-track promotion path to senior management positions.
• Full assistance with IANG / TTPS visa applications and guaranteed renewal support.
Equal Opportunity Statement
We are committed to fostering diversity and inclusion throughout our recruitment process.