Financial Planning & Wealth Management Consultant

Roles and Responsibilities

• To provide comprehensive financial advice based on individual needs
• To be involved in job training program in different aspects, such as sales and marketing skills, communication skills, leadership and coaching skills.
• To develop market or explore long-term business relationship with potential customers
• To furnish clients with opinions on risk and wealth management


Job Requirements

• University degree or above in any discipline, Finance, Accounting, Marketing or related discipline is an advantage.
• Maintain valid IIQE 1, 3 & 5 certificates is an advantage
• Excellent interpersonal and leadership skills. Positive, proactive and meticulous;
• Excellent command of written and spoken English and Chinese (Putonghua preferred)
• Fresh graduates and overseas graduates from mainland China is welcomed
• Able to work independently and under pressure.
• Immediately available


• Provision of quality customers
• Attractive and comprehensive employee benefits with monthly allowance plus.
• Travel incentive, Study and Continuous Learning
• Sponsorship Comprehensive training program towards professional qualifications
• One year Fast-Track Promotion Program to Management Position
• Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus

We are an equal opportunity employer and welcome applications from all qualified candidates. Information provided will be treated in strict confidence and only be used for consideration of your application for the relevant or similar post(s) within Get Mdream Wealth Management Limited.
Shortlisted candidates will be contacted via phone for interview.




Company background
Mission and vision
Brand Story
Insurance Plan
Life Insurance
CritIcal Illness Insurance
Investment Link Assurance Scheme
General Insurance
Accident Insurance
Keyman Insurance
GMD Platform
Policy Enquiry

Trust Tower, 68 Johnston Road,
Wan Chai, Hong Kong
Tel : (852) 3601 3601
Fax : (852) 2311 1300
Email :