Business Development Officer /Trainee (Health Protection & Wealth Planning)

About the role This role involves providing comprehensive financial and investment advice to clients, with a focus on developing and growing relationships with high-net-worth individuals and families. You will deliver bespoke wealth-planning advice, implement market-leading solutions, and provide exceptional client service with an emphasis on long-term trust and value. Key responsibilities Fund forecast and analysis Analyze client needs and contribute to innovative solutions and concepts Provide comprehensive financial and investment advice to clients Identify and recommend high profitable segments Monitor and review investment portfolios Fund transfer and assets management Maintain and develop trusted, long-term relationships with key client contacts and executives Develop and grow relationships with high-net-worth individuals and families Deliver bespoke wealth-planning advice and implement practical, market-leading solutions Advise senior executives and business owners on corporate insurance needs, including group medical benefits and MPF administration About you Hong Kong citizens and work permit holder University graduate in any discipline or higher diploma Fresh graduates are welcome Proven experience working with high-net-worth clients or managing premium client portfolios Strong communicator in Cantonese and English; Mandarin is a plus Professional, discreet, and service-oriented with excellent relationship-building skills Comfortable advising senior executives and designing corporate benefit solutions Good communication and interpersonal skills Proactive with self-driven ability and enthusiasm for learning Benefits Attractive package: financial support plus competitive commissions around 20-30k, bonuses, and year-end rewards Strong support ecosystem: shared leads, collaborative back-office, and experienced mentors to accelerate deals Structured training, ongoing professional development, and practical sales coaching tailored for high-net-worth advisory Flexible working arrangements and comprehensive medical and life insurance 特別歡迎： 職場轉職者：擁有銷售、餐飲、航空、零售、客戶服務等經驗者（你的溝通能力將是最大優勢）。 應屆畢業生：渴望在金融業界建立事業基礎，不甘於傳統起薪者。 二度就業/家庭照顧者：尋求彈性工時、同時追求個人事業成就者。