What Jobs are available for Mortgage Advisor in Hong Kong?
Showing 33 Mortgage Advisor jobs in Hong Kong
Officer, Credit Portfolio Analyst, Mortgage Lending
Posted today
Job Viewed
Job Description
At
Citi
, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Wealth
brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as
Officer, Credit Portfolio Analyst
(Internal Job Title: Credit Portfolio Analyst II - C10) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- We empower our employees to manage their financial well-being and help them plan for the future.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
- We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
In this role, you're expected to:
The Credit Analyst II is an intermediate-level position responsible for credit risk management function on retail mortgage lending business, including policy management, portfolio monitoring, model management and governance. We are seeking a highly motivated and skilled individual to assume responsibility for the management and governance of our residential mortgage loss forecasting models, as well as participating and contributing to the evolution and implementation of our Retail Credit Risk policies. This role will be integral to ensuring the accuracy and robustness of our risk assessments and the sound governance of our credit practices, particularly within the residential mortgage sector.
- Report to the Mortgage Lending Risk Manager to monitor and manage the Retail mortgage lending credit cycle
- Partnering with key stakeholders to overseeing the entire lifecycle of retail credit risk loss forecasting models for the residential mortgage portfolio, from development and validation to ongoing performance monitoring, recalibration, and documentation. This includes ensuring models are fit for purpose, accurate, and comply with internal and external requirements.
- Conducting in-depth quantitative analysis of large datasets related to mortgage performance, identifying trends, assessing portfolio health, and informing model enhancements. Preparing comprehensive reports and presentations on model performance, forecasts, and key risk indicators for various stakeholders, including senior management and regulatory bodies.
- Ensuring all model activities and policy frameworks adhere to internal governance standards, regulatory requirements (e.g., Basel, IFRS 9), and industry best practices. Collaborating with internal audit and compliance teams to ensure adherence.
- Participating in the review, development, and implementation of retail credit risk policies, particularly those pertaining to residential mortgages. This involves ensuring policies are current, effective, and align with regulatory expectations and the bank's risk appetite. Escalate credit concerns/updates to Mortgage Lending Risk Manager and propose risk mitigation action to be taken by staying continuously informed of related developments/news for the portfolio and industry covered and understanding the credit process, policies and Citi's risk appetite
- Prepare and monitor key and ad hoc MIS on mortgage credit risk management, bring to management for attention if required per the portfolio performance trend and extend support on relevant key initiatives
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
As a successful candidate, you'd ideally have the following skills and exposure:
- Bachelor or post-graduate degree in Business, Statistics, Data Science or other related quantitative disciplines
- Minimum 2-3 years of experience in credit risk analysis in Mortgage Lending products with solid understanding of retail credit risk concepts, products, and processes, particularly within residential mortgages.
- Demonstrated strong analytical and quantitative skills with proficiency in statistical modeling software (e.g., SAS, R, Python) and large dataset manipulation. Data mining and MS Word/Excel/Access/Power-Point is a basic.
- Experience in model validation, performance monitoring, and model documentation. Proven experience in managing, developing, or validating IFRS 9 impairment models, specifically for mortgage portfolios, is recommended.
- Knowledge and practical experience with Climate Risk loss forecasting methodologies and their application in a financial institution context, would be an advantage.
- Ability to translate complex analytical findings and policy requirements into clear, concise, and actionable insights for diverse audiences.
- Excellent communication skills, both written and verbal, for presenting technical information and policy recommendations.
- Good communication, interpersonal skills and possess certain positive leadership skills/potential (e.g. take ownership, strong risk culture, ability to work independently etc.)
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
Job Family Group:
Risk Management
Job Family:
Portfolio Credit Risk Management
Time Type:
Full time
Most Relevant Skills
Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
Other Relevant Skills
Credible Challenge, Data Analysis, Laws and Regulations, Management Reporting, Referral and Escalation, Risk Remediation.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Is this job a match or a miss?
Officer, Credit Portfolio Analyst, Mortgage Lending
Posted 3 days ago
Job Viewed
Job Description
**Shape your Career with Citi**
**Citi Wealth** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer, Credit Portfolio Analyst** (Internal Job Title: Credit Portfolio Analyst II - C10) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
+ We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
**In this role, you're expected to:**
The Credit Analyst II is an intermediate-level position responsible for credit risk management function on retail mortgage lending business, including policy management, portfolio monitoring, model management and governance. We are seeking a highly motivated and skilled individual to assume responsibility for the management and governance of our residential mortgage loss forecasting models, as well as participating and contributing to the evolution and implementation of our Retail Credit Risk policies. This role will be integral to ensuring the accuracy and robustness of our risk assessments and the sound governance of our credit practices, particularly within the residential mortgage sector.
+ Report to the Mortgage Lending Risk Manager to monitor and manage the Retail mortgage lending credit cycle
+ Partnering with key stakeholders to overseeing the entire lifecycle of retail credit risk loss forecasting models for the residential mortgage portfolio, from development and validation to ongoing performance monitoring, recalibration, and documentation. This includes ensuring models are fit for purpose, accurate, and comply with internal and external requirements.
+ Conducting in-depth quantitative analysis of large datasets related to mortgage performance, identifying trends, assessing portfolio health, and informing model enhancements. Preparing comprehensive reports and presentations on model performance, forecasts, and key risk indicators for various stakeholders, including senior management and regulatory bodies.
+ Ensuring all model activities and policy frameworks adhere to internal governance standards, regulatory requirements (e.g., Basel, IFRS 9), and industry best practices. Collaborating with internal audit and compliance teams to ensure adherence.
+ Participating in the review, development, and implementation of retail credit risk policies, particularly those pertaining to residential mortgages. This involves ensuring policies are current, effective, and align with regulatory expectations and the bank's risk appetite. Escalate credit concerns/updates to Mortgage Lending Risk Manager and propose risk mitigation action to be taken by staying continuously informed of related developments/news for the portfolio and industry covered and understanding the credit process, policies and Citi's risk appetite
+ Prepare and monitor key and ad hoc MIS on mortgage credit risk management, bring to management for attention if required per the portfolio performance trend and extend support on relevant key initiatives
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor or post-graduate degree in Business, Statistics, Data Science or other related quantitative disciplines
+ Minimum 2-3 years of experience in credit risk analysis in Mortgage Lending products with solid understanding of retail credit risk concepts, products, and processes, particularly within residential mortgages.
+ Demonstrated strong analytical and quantitative skills with proficiency in statistical modeling software (e.g., SAS, R, Python) and large dataset manipulation. Data mining and MS Word/Excel/Access/Power-Point is a basic.
+ Experience in model validation, performance monitoring, and model documentation. Proven experience in managing, developing, or validating IFRS 9 impairment models, specifically for mortgage portfolios, is recommended.
+ Knowledge and practical experience with Climate Risk loss forecasting methodologies and their application in a financial institution context, would be an advantage.
+ Ability to translate complex analytical findings and policy requirements into clear, concise, and actionable insights for diverse audiences.
+ Excellent communication skills, both written and verbal, for presenting technical information and policy recommendations.
+ Good communication, interpersonal skills and possess certain positive leadership skills/potential (e.g. take ownership, strong risk culture, ability to work independently etc.)
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Risk Management
---
**Job Family:**
Portfolio Credit Risk Management
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
---
**Other Relevant Skills**
Credible Challenge, Data Analysis, Laws and Regulations, Management Reporting, Referral and Escalation, Risk Remediation.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Financial Advisor
Posted today
Job Viewed
Job Description
At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.
Why St. James's Place?
- Impressive Scale
: With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence. - Global Reach
: We are one of the largest wealth management companies in the UK.
What We offer:
- Autonomy and Growth
: Enjoy the freedom to build and manage your client base. - Comprehensive Support
: Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success. - Professional Network
: Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide. - Financial Support:
To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.
As a Financial Adviser at St. James's Place Wealth Management, you will:
- Client Acquisition
: Proactively acquire new clients and expand your network. - Bespoke Strategies
: Craft personalised financial strategies for your clients. - Relationship Management
: Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.
We seek candidates who are:
- Experienced
: Minimum of 3 years of relevant experience with a well-established client network. - Knowledgeable
: Deep understanding of financial market. - Self-Motivated
: Strong interpersonal skills and a proactive approach.
Qualifications
- SFC Papers
: 1, 7, 8, and 12 - IA Papers
: 1, 3, and 5
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Independent Financial Advisor
Posted today
Job Viewed
Job Description
About The Job
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.
Position:
Securities, Commodities, and Financial Services Sales Agent
Type:
Independent Contractor
Compensation:
$110–$130/hour
Location:
Remote
Duration:
6 weeks
Commitment:
20–40 hours/week
Role Responsibilities
- Write tasks and scenarios reflecting real-world financial services sales using your professional experience.
- Create realistic situations involving client prospecting, portfolio recommendations, securities trading, compliance requirements, and relationship management.
- Develop scenarios for conducting needs assessments, explaining investment products, navigating regulatory requirements, handling client objections, managing market volatility concerns, and providing ongoing client service.
- Review and evaluate AI responses to financial services sales queries for accuracy and professional standards.
- Provide detailed feedback on securities and financial services sales scenarios to improve AI training.
- Work independently and asynchronously to meet deadlines while contributing to cutting-edge AI research.
Qualifications
Must-Have
- 4+ years professional experience as a securities sales agent, financial advisor, commodities broker, or financial services sales representative.
- Demonstrated professional recognition and management responsibilities.
- Proficient with using computers and navigating various software systems.
- Excellent written communication with strong grammar and spelling skills.
- Pass video interview, background check, training, and qualification quiz.
Preferred
- 14 years experience preferred.
Start Date
- Immediately; applications reviewed on a rolling basis.
Compensation & Legal
- Hourly compensation, paid weekly via Stripe Connect.
- Independent contractor engagement through Mercor.
Application Process (Takes 20–30 mins to complete)
- Applications reviewed continuously; shortlisted professionals will be contacted for next steps.
- Typical response time: within one week of submission.
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to:
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
,
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Business Consultant/ Financial Advisor/ Internship
Posted today
Job Viewed
Job Description
This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.
制定個人化理財方案
根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略
協助客戶發掘投資機會
識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案
提升專業能力
不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合
學習跨行業知識
掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗
- 金融、經濟、會計或相關領域優先,學士學位或以上
- 接受Local/IANG/高才/優才人士申請
- 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
- 能夠解讀財務數據,擁有優秀的溝通和人際交往能力
- 能夠與客戶及同事有效溝通,對金融服務行業有濃厚興趣
- 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
- 具備專業分析和解決問題的能力
- Full-time Program
每月津貼丨佣金方案及年終獎金丨專業資格認證
彈性工作制度丨公司贊助旅行丨醫療及其他保障
業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃 - Internship Program
頒發實習證書
協助考獲2張專業牌照
擁有實習轉正通道
百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。
About Team LeaderNic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。
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Asset Management Consultant/ Financial Advisor/ Internship
Posted today
Job Viewed
Job Description
This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.
制定個人化理財方案
根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略
協助客戶發掘投資機會
識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案
提升專業能力
不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合
學習跨行業知識
掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗
- 金融、經濟、會計或相關領域優先,學士學位或以上
- 接受Local/IANG/高才/優才人士申請
- 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
- 擁有內地背景,能夠與內地客戶有效溝通,有意向發展內地市場
- 對金融服務行業有濃厚興趣,願意提升自身專業能力
- 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
- 具備專業分析和團隊協作的能力
- Full-time Program
每月津貼丨佣金方案及年終獎金丨專業資格認證
彈性工作制度丨公司贊助旅行丨醫療及其他保障
業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃 - Internship Program
頒發實習證書
協助考獲2張專業牌照
擁有實習轉正通道
百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。
About Team LeaderNic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。
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AIA Business Management Trainee, Financial Advisor
Posted today
Job Viewed
Job Description
Key Responsibility
• Design Tailored Wealth Strategies
Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.
• Perform Business & Market Analysis
Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.
• Drive Strategic Initiatives
Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.
• Deliver Clear, Impactful Presentations
Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.
• Build Client Relationship Skills
Develop consultative communication techniques to foster trust and ensure long-term client success.
• Commit to Continuous Learning
Participate in structured training across financial products, planning tools, and business development.
Who We Are Looking For
Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.
Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.
Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.
Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.
Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.
What We Offers
Full Time
High Earning Potential|獨有獎金機制
Flexible Work Style|彈性辦公,自主掌控時間
Elite Training System|行業頂尖講師親授,快速提升實力
Fast-Track Career Path|清晰晉升路線,直通管理層
Exclusive Perks|獎勵旅行、榮譽認證、專屬福利
Full Benefits|完善醫療及保障福利
(Internship Program)
Official Internship Certificate|實習結束即頒發官方證書
Flexible Schedule|兼顧學業與實習,時間彈性
License Support|輔導考取兩張專業證照
Return Offer Opportunity|表現優秀可獲全職錄用機會
About AIA
- AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。
2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。
- AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。
Why Choose AIA「Challenge Family」
- 精英團隊,實力證明
連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。
- 高效培訓,快速成長
「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。
- 文化卓越,重質不重量
團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。
Synergy團隊——頂尖金融人才的搖籃
作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。
Advantages:
精英導師制
一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持
百分百頂尖認證
完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽
前沿行業視野
定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域
高效成長體系
獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變
我們期待這樣的你
• 應屆畢業生或跨領域轉職精英(專業不限)
• 對財富管理行業充滿熱忱,渴望突破職業天花板
• 具備終身學習意識,追求財務自由與專業卓越
在這里,你將獲得
行業頂級的資源支持與品牌背書
清晰透明的職業晉升通道
持續性的高端商業人脈拓展
遠超同業競爭力的收入回報
立即加入,與頂尖者同行
Synergy團隊——助您實現從職業精英到行業領袖的跨越
If you believe in inspiring a better future, we'd love to hear from you.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
Is this job a match or a miss?
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AIA Business Management Trainee, Financial Advisor
Posted today
Job Viewed
Job Description
Key Responsibility
• Design Tailored Wealth Strategies
Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.
• Perform Business & Market Analysis
Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.
• Drive Strategic Initiatives
Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.
• Deliver Clear, Impactful Presentations
Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.
• Build Client Relationship Skills
Develop consultative communication techniques to foster trust and ensure long-term client success.
• Commit to Continuous Learning
Participate in structured training across financial products, planning tools, and business development.
Who We Are Looking For
Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.
Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.
Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.
Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.
Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.
What We Offers
Full Time
High Earning Potential|獨有獎金機制
Flexible Work Style|彈性辦公,自主掌控時間
Elite Training System|行業頂尖講師親授,快速提升實力
Fast-Track Career Path|清晰晉升路線,直通管理層
Exclusive Perks|獎勵旅行、榮譽認證、專屬福利
Full Benefits|完善醫療及保障福利
(Internship Program)
Official Internship Certificate|實習結束即頒發官方證書
Flexible Schedule|兼顧學業與實習,時間彈性
License Support|輔導考取兩張專業證照
Return Offer Opportunity|表現優秀可獲全職錄用機會
About AIA
- AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。
2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。
- AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。
Why Choose AIA「Challenge Family」
- 精英團隊,實力證明
連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。
- 高效培訓,快速成長
「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。
- 文化卓越,重質不重量
團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。
Synergy團隊——頂尖金融人才的搖籃
作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。
Advantages:
精英導師制
一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持
百分百頂尖認證
完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽
前沿行業視野
定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域
高效成長體系
獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變
我們期待這樣的你
• 應屆畢業生或跨領域轉職精英(專業不限)
• 對財富管理行業充滿熱忱,渴望突破職業天花板
• 具備終身學習意識,追求財務自由與專業卓越
在這里,你將獲得
行業頂級的資源支持與品牌背書
清晰透明的職業晉升通道
持續性的高端商業人脈拓展
遠超同業競爭力的收入回報
立即加入,與頂尖者同行
Synergy團隊——助您實現從職業精英到行業領袖的跨越
If you believe in inspiring a better future, we'd love to hear from you.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
Is this job a match or a miss?
Loan Officer
Posted today
Job Viewed
Job Description
Our client is one of Hong Kong's leading banks, seeking a Loan Officer to join their dynamic team. In this role, you will be responsible for processing loan applications and providing exceptional service to our clients throughout the loan process.
Responsibilities:
- Identifying client needs and promote loan products via inbound and outbound channels to achieve sales targets.
- Review and process loan applications, ensuring compliance with company standards and regulatory requirements.
- Conduct thorough credit analyses, including evaluating credit reports, financial statements, and income verification.
- Liaise with clients to collect required documentation and provide timely updates on application status.
- Handle client inquiries and provide information about various loan products and terms.
- Monitor loan portfolios for compliance and risk management, reporting any discrepancies or issues.
Qualifications:
- HKDSE/HKCEE or above.
- Minimum of 2 years of experience in loan sales.
- Fluent in Cantonese, English, and Mandarin.
- Excellent interpersonal and communication skills with a strong focus on sales.
- High level of customer orientation and the ability to deliver quality service.
Interested parties please click "APPLY NOW" with your full resume with CURRENT & EXPECTED SALARY. Applicants who do not hear from us within six weeks from the date of the close of applications should consider their applications unsuccessful.
Personal data collected will be used for recruitment purpose only. All applications will be treated in strict confidence.
Job Types: Full-time, Permanent
Pay: $20, $30,000.00 per month
Application Question(s):
- What is your expected salary?
- What is your current/last salary?
Education:
- Bachelor's Degree (Preferred)
Language:
- Cantonese (Preferred)
- English (Preferred)
- Mandarin (Preferred)
Work authorization:
- Hong Kong (Required)
Work Location: In person
Is this job a match or a miss?
Senior Loan Officer
Posted today
Job Viewed
Job Description
Responsibilities:
- Handle personal loan applications and assist in branch business development
- Handle customer's enquiry including counter services and follow up delinquent accounts
- Assist branch in-charge to oversee branch operations
- Possess good marketing skills and connection will be an advantage.
Requirements:
- Form 5 or above
- Minimum 2-3 years' relevant experience in personal loan or similar field industry
- Strong in problem solving and good negotiation skill
- Marketing oriented character.
Is this job a match or a miss?