Job ref no.: CT3114121-01#3904

Financial Planning Manager / Team Manager

中原金融集團 Centaline Financial Group

Job Descriptions

  • Providing diversified wealth management solutions to clients with our comprehensive products;
  • Tailor-made portfolio investment to meet clients’ needs including Fund Investment, Insurance, Trust and Group Business Referral (HK and Oversea Property, Mortgage etc).


  • F.5 or above (Postgraduate in any disciplines);
  • Mainland China Fresh graduates are welcome;
  • Holders of IIQEs (1, 3, 5) qualification with 2 year(s) work experience is preferable;
  • Holders of HKSI (1, 7, 8) and CFP qualification with related experience could be considered as a Team Manager.

We Offer

  • Attractive remuneration including allowance with commissions;
  • Promotion opportunities on Manager grading;
  • In-house research support;
  • Flexible working hours.

How to Apply:
Interested parties please send a detailed resume to us or
 (Whatsapp) +852 91864668.
(Data collected will be kept strictly confidential and used for recruitment purpose only)

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More job information
Job ref no. CT3114121-01#3904
Job Function
  • Tsimshatsui
Employment Term
  • Part-time
  • Full-time
Career Level
  • Entry level
  • Diploma or equivalent
  • Asso. Deg or High Dip