Financial Strategist/ Senior Financial Strategist


Technical Skills

  • Bonds
  • Branding
  • Futures
  • FX
  • Risk Management
  • Training

Job Description

Financial Strategist/ Senior Financial Strategist


  • To offer tailor-made financial solutions for clients, with wide range of financial tools including stocks, futures, FX, bonds, as well as risk management and insurance products
  • Regularly review client's needs and investment portfolio
  • Develop and maintain close relationship with clients

We Offer

  • Strong Brand name and background of the parent company in China
  • Support from over 200 mainland branches
  • Flexible working hours and working places
  • Excellent career prospect with the rise of HNW in China
  • Extensive professional training
  • Comprehensive product lines
  • Support from profession mentor and Teammates


  • University Degree or above
  • High ethical standards in form and substance
  • Possess the right attitude and the willingness to learn and accept challenges
  • Language proficiency in English, Cantonese and Putonghua
  • Good interpersonal skills
  • Able to work independently and professionally with great discipline

Interested parties please forward your full resume to [email redacted, apply via Jobable] or send it to 27/F., Low Block, Grand Millennium Plaza, 181 Queen’s Road Central, Hong Kong.

(Data collected will be kept strictly confidential and used for recruitment purpose only.)

Employment TypeFull-time
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)