Ku, Jiatao

Duties:

1. Provide professional immigration financial planning and investment consulting services and asset allocation advice (including study abroad) to high net worth clients based on their background

2. Analyze customer needs, design personalized immigration and financial investment plans, and assist customers in implementing and following up on immigration and financial investment projects

3. Monitor market dynamics and provide the latest economic trends and investment opportunities

4. Have good communication skills and service awareness, and be able to build trust relationships with customers

5. Familiar with immigration investment knowledge and market dynamics, able to provide professional investment advice to customers

6. Have team spirit, be able to collaborate with team members and complete work tasks together

Requirements:

2. Have a valid Hong Kong work visa, IANG, high talent, and outstanding talent

3. Accept inexperienced but outstanding graduates, those with relevant wealth management, private banking, marketing or financial industry work experience are preferred.

Benefits:

1. Flexible work schedule, can accept full-time and part-time