Smart Retirement Blueprint HK · 退「優」方程式
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A Smart Retirement Blueprint HK adviser warmly helping elderly residents at a Hong Kong community outreach event
Join our team加入我們

Become a pioneering Comprehensive Retirement Planner leading a new era.

成為引領時代的「全能退休規劃師」

Achieve excellence in holistic planning. Build a worry-free future for our community with a one-stop, 360° retirement blueprint.

成就卓越全能規劃,以一站式 360° 退休藍圖,為市民構築無憂未來。

Why we're hiring我們的邀請

Retirement shouldn't just be about passive acceptance; it deserves to be a meticulously curated, vibrant new chapter of life. At Smart Retirement Blueprint HK, we believe true peace of mind comes from comprehensive protection. We are looking for empathetic, forward-thinking professionals to join our team and break free from the fragmented, single-focused traditional models in the market. Here, you will step up as a Comprehensive Retirement Planner, walking hand-in-hand with the people of Hong Kong to co-create a brighter silver-hair future.

退休,不應只是被動地隨遇而安,而是值得精心策劃、精彩綻放的人生新篇章。在「退『優』方程式」,我們深信真正的安心源自全盤的守護。我們正在尋找有溫度、有遠見的您加入團隊,跳脫市場上碎片化且流於單一的傳統方案框架。在這裡,您將晉升為全能退休規劃師,與香港市民攜手同行,共同構築更美好的銀齡將來。


01Why join SRB為什麼選擇退「優」方程式

A bigger stage, and deeper fulfilment.

更大的舞台,更深的成就感。

Say goodbye to rigid, single-sector retirement services. By joining our team, you will gain a larger stage and a deeper sense of professional achievement:

告別單一化的退休板塊,成為我們團隊的一份子,您將擁有更大的舞台與更深的職業成就感:

01

A genuine one-stop, 360° platform

真正的「一站式 360°」平台

We shatter traditional industry boundaries. Here, you can truly address your clients' finances, risk management, welfare benefits, health, and lifestyle, delivering a seamless, all-encompassing 360° retirement blueprint.

我們打破行業傳統界限。在這裡,您能真正從客戶的財務、風險管理、福利、健康及生活出發,提供全方位、無縫連接的 360° 退休藍圖。

02

Redefining professional value

重塑專業價值

Through forward-looking, comprehensive planning, you will make a tangible difference by building a worry-free, dignified, and beautiful future for the people of Hong Kong.

您將透過全面且具前瞻性的規劃,切實為香港市民構建無憂、尊嚴且美好的將來

03

All-round elite training

全方位精英培育

To support your growth as a Comprehensive Retirement Planner, we provide cross-disciplinary professional training and robust back-end support, helping you rapidly master diverse expertise and sharpen your competitive edge.

為了支持您成為「全能退休規劃師」,我們提供跨領域的專業培訓與強大的後台支援,助您快速掌握多元專業知識,提升個人行業競爭力。


02Your role您的角色

Comprehensive Retirement Planner

全能退休規劃師

Standing in your clients' shoes, you will leverage your expertise and empathy to tailor deep, broad, and customized retirement life plans.

您將站在客戶的角度,用專業與同理心,為他們量身定制兼具深度與廣度的退休生涯規劃。

01Core responsibility核心職責

Active listening & insight

傾聽與洞察

Gain deep insights into clients' retirement aspirations and latent concerns, uncovering their unmet, core needs.

深入了解市民對退休生活的憧憬與潛在擔憂,發掘他們未被滿足的深層需求。

02Core responsibility核心職責

One-stop solution planning

一站式方案規劃

Utilize diverse service resources to design bespoke, holistic retirement plans covering assets, health, and legacy inheritance.

善用多元服務資源,為客戶量身打造兼顧資產、健康與傳承的全方位退休策劃方案。

03Core responsibility核心職責

End-to-end guidance & execution

全程陪伴執行

Provide caring, reliable, end-to-end support throughout the entire journey, from initial consultation and strategy formulation to final application and implementation.

從諮詢、方案制訂到後期申請與落實,為客戶提供貼心、可靠的端到端支援。

04Core responsibility核心職責

Cross-disciplinary collaboration

跨領域協作

Integrate cross-industry and cross-regional resources to ensure seamless and precise execution of one-stop plans.

整合跨行業與跨地域資源,讓一站式規劃無縫對接、精準落實。


03Who we're looking for我們在尋找這樣的您

Is this you?

這,是否就是您?

If you long for a higher sense of purpose in your career and possess the following qualities, you are the "Comprehensive Planner" we want:

如果您渴望在工作中找到更高的使命感,並且具備以下特質,您就是我們要找的「全能策劃師」:

What we value我們重視

Big-picture thinking

全盤大局思維

Not satisfied with solving single issues; skilled at connecting the dots to map out long-term futures for clients.

不滿足於解決單一問題,善於融會貫通,為客戶規劃長遠未來。

What we value我們重視

Sincerity & empathy

真誠與同理心

Able to build deep, trust-based relationships with people from all walks of life with a warm and patient attitude.

能以溫暖、耐心的態度,與不同背景的市民建立深厚且互信的關係。

What we value我們重視

Embracing versatility

樂於擁抱多元

Curious and eager to learn when facing the multi-faceted nature of retirement planning, with a strong drive for self-improvement.

面對退休規劃的多元範疇,保持好奇心與學習熱誠,樂於自我提升。

What we value我們重視

Integrity & professionalism

誠信專業

Always prioritize the client's best interests and uphold the highest standards of professional ethics.

始終以客戶的最佳利益為先,堅持最高標準的職業操守。

04Apply立即申請

Are you ready to join us in shaping a better future for Hong Kong?

準備好與我們一起,為香港市民構建美好將來了嗎?

If you are ready to break the mold and build a career filled with human warmth, professional challenge, and limitless prospects, Smart Retirement Blueprint HK warmly invites you to join us.

如果您想破舊立新,建立一份充滿人文溫度、專業挑戰與無限前景的事業,退「優」方程式誠邀您的加盟。

Comprehensive Retirement Planner全能退休規劃師

Prefer to send your CV now? Submit this form and then message us on WhatsApp to attach it. We'll reply personally.

想立即遞交履歷?請先提交此表格,再以 WhatsApp 傳送 CV 給我們,團隊會親自回覆。

Thank you for your interest in joining SRB. Your application has been noted and will reach the team's inbox. We'll reply personally, and you can send your CV over WhatsApp when we do. 多謝您有意加入 SRB。您的申請已記錄並會送達團隊信箱。我們會親自回覆,屆時您可透過 WhatsApp 傳送履歷。
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+852 5000 0000
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認識我們的團隊
Office & interview location辦公室及面試地點
11/F, Tung Hip Commercial Building, 244–248 Des Voeux Road Central, Sheung Wan, Hong Kong香港上環德輔道中 244–248 號東協商業大廈 11 樓
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