Management Associate, Financial Consultants

Project Umbrella

Hong Kong

Part time

Feb 8

This job is no longer accepting applications.

What we do

We strategically allocate funds with certainty-based instruments for dedicated working professionals. So that we can ensure absolute peace of mind during the economic turmoil.

01 Explore

Identify the saving and investment objectives that align with your financial capacity. If it's not from you, it's not yours.

02 Set Your Targets

Not just what happens in these few months. Please let us know what you want to achieve in the long-term.

03 Plan, Create & Execute

Though the rationale behind the instruments is complex, we will create an extra easy roadmap to us to complete, and execute.

04 Optimise

We understand that your life goals and financial objectives evolve with time. That's why we are all ears - we can continuously refine your strategy and advise hand in hand with your evolving requirements.

Why we do

The Best of Both Worlds.

We are merging the convenience of AI insurance companies and the dedication of human consultants.

How we do

01 As Professional Consultants we can, and will

Interpret clauses for policyholders #solicitors101

02 Plan insurance portfolios solely based on your needs. #utmostgoodfaith

03 Follow up the entire process, even after the insurance policy is handed over to you.

04 Help clients sail through the stricter underwriting process so that the client can stay insured.

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Project Umbrella

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