Published on www.allthetopbananas.com 11 Apr 2025
Strategic Leader | Energetic University Team | District Director | Wealth Management
We connect people together from all walks of life, i-bankers, doctors, lawyers, artists, engineers, IT professions, pilots, start-up entrepreneurs, managerial professionals. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career? ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. Our Culture
Diversity of Culture:
Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values. Synergy:
Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences. Create Personal Brand:
We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential. Why Work Here?
We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business evolves, while our experience managers support and coach you through on-the-job experience and formal training. We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families. We are one of the few teams who provide a digital working platform to facilitate colleagues' self-improvement and career opportunities. Job Descriptions:
Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles. Develop and expand existing network through customer relationship management. Lead team and implement strategic planning for team management. What We Offer:
Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+). Overseas trips & conventions (2023-2024 destinations: Boston, New Zealand, Japan, Dubai, Taiwan, etc). Well-developed One-year fast track program for new graduates or junior to Senior Manager / Assistant Unit Manager. Comprehensive in-depth training with personal coaching. Well-structured development program to help you become a member of Million Dollar Round Table. Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC. Requirements:
University degree holder or equivalent (Welcome IANG visa and dependent visa holder). Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities: Genuine passion to pursue a career in the insurance sector. A team player with leadership potential. Strong analytical and communication skills and self-motivated. Excellent command of written and spoken English and Chinese (preferably including Putonghua). Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only. Fresh graduates/candidates with less experience are welcome to join the trainee program. Seniority level
Internship Employment type
Full-time Job function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr
We connect people together from all walks of life, i-bankers, doctors, lawyers, artists, engineers, IT professions, pilots, start-up entrepreneurs, managerial professionals. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career? ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients. Our Culture
Diversity of Culture:
Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values. Synergy:
Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences. Create Personal Brand:
We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential. Why Work Here?
We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business evolves, while our experience managers support and coach you through on-the-job experience and formal training. We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families. We are one of the few teams who provide a digital working platform to facilitate colleagues' self-improvement and career opportunities. Job Descriptions:
Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles. Develop and expand existing network through customer relationship management. Lead team and implement strategic planning for team management. What We Offer:
Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+). Overseas trips & conventions (2023-2024 destinations: Boston, New Zealand, Japan, Dubai, Taiwan, etc). Well-developed One-year fast track program for new graduates or junior to Senior Manager / Assistant Unit Manager. Comprehensive in-depth training with personal coaching. Well-structured development program to help you become a member of Million Dollar Round Table. Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC. Requirements:
University degree holder or equivalent (Welcome IANG visa and dependent visa holder). Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities: Genuine passion to pursue a career in the insurance sector. A team player with leadership potential. Strong analytical and communication skills and self-motivated. Excellent command of written and spoken English and Chinese (preferably including Putonghua). Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only. Fresh graduates/candidates with less experience are welcome to join the trainee program. Seniority level
Internship Employment type
Full-time Job function
Finance and Sales Industries
Insurance
#J-18808-Ljbffr
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