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Opportunities in Financial Advisory

over 1 year ago by ConnectedGroup
Financial Advisory Page
Our Role and the Opportunity

ConnectedGroup is working in partnership with one of the biggest listed financial services firms in Asia, seeking talent to join their ever-growing team in managing financial products including insurance, mutual funds, equities and pension plans.

This is an exciting client facing opportunity for individuals with an entrepreneurial mindset, who are interested in sales and thrive in a fast-paced and results driven environment.  A well-structured training program and all-round support will be provided to ensure they are providing you an unrivalled opportunity to develop your career in a highly rewarding environment.

The ideal candidate will be a Bachelor's or Master's degree holder, who is authorized to work in Hong Kong and can speak fluent Cantonese as well as English.  Experienced professionals from Insurance or Banking and Financial Services will be taking part in the firm's comprehensive leadership development program specifically designed to suit their background and experience; whilst candidates with less or no experience will be eligible for participate in Premier Academy or the Executive Development Program.

Opportunities exist in both in insurance product sales as well as on their boutique External Asset Management platform.

Experienced professionals from Banking and Financial Services:

This particular division has the highest banker recruitment rate across the industry with close to 250 staff from Private Banking, Commercial Banking, and Retail Banking.  A comprehensive development program specifically designed only for individuals from the Banking industry alongside the access to both investment and insurance products will be offered.  This exclusive External Asset Management (EAM) platform with Type 1, 4 and 9 discretionary accounts will allow you to provide total wealth management solutions to your clients and to work closely with global major private banks, retail banks, and securities firms.

Experienced professionals from Insurance:

The team under the leadership of Marcus Wong has embarked on a great strategy to recruit dynamic Wealth Managers who would be keen to take their career to new heights.  He has established a strong network of HNW individuals, SMEs, large corporations, charitable entities, and is always willing to share his knowledge and experience, as he understands how important it is to have a supportive and trustworthy leader in your line of work.  Mentorship alongside a program that will allow you to fast-track into the management platform will be provided to help you get to the next step in your career.  

The Agency

You will be a member of Round Table Family, one of the highest performing teams in Hong Kong founded by Marcus Wong in 2012.  Having started with the company at the age of 20, Marcus is their youngest Premier Senior District Director in Asia.  He has previously received the "Master Agency Award (MAA)" from the General Agents and Managers Association of Hong Kong (GAMAHK), being the youngest person to do so.

Marcus has brought his wealth management team to the forefront in the industry.  He has successfully groomed 10 District Directors in 12 years and now has close to 1,000 team members under his wing.

The team under the leadership of Marcus focuses exclusively on helping ambitious and energetic individuals achieve excellence and strive towards the target of joining MDRT (Million Dollar Round Table) once they have gone through this comprehensive development program.


Referral Program

We understand that referrals are one of the best sources of new hires, and your support is highly valuable to us.  That's why we are excited to announce our Candidate Referral Program.  Refer qualified candidates who have not previously registered with us before and we will offer rewards of up to HKD 10,000.  

In order to be eligible for the reward, your referred candidate must be placed by ConnectedGroup within 12 months of your registration.   

For more details about the Candidate Referral Program please click here.

If you know someone who you think would be a great fit for this role, please let us know by registering using the link here and enter 'Ricolas Chan' as your CG contact.

Useful Links

View Marcus Wong speaking on TedX here

And on Viu TV here