Rui Tai Investment Consulting Co., Ltd.

Provide professional wealth management consulting services to customers, based on their financial situation and investment objectives, to formulate appropriate financial planning solutions

Analyze market trends and financial products, recommend suitable investment tools, and assist customers in achieving asset appreciation

Establish and maintain good customer relationships, regularly follow up on customer needs and provide continuous financial support

Coordinate internal resources and work with other departments to meet the customer's comprehensive financial service needs

Continuously learning about financial products and market dynamics, and improving professional service levels and sales abilities

Requirements:

Have a bachelor's degree or above in finance, economics or related professional fields

With at least 2 years of wealth management or financial services industry-related work experience

Familiar with local and international financial markets, familiar with various investment products and risk management knowledge

Have good communication skills and customer service awareness, and be able to handle customer needs independently

Applicants with relevant professional qualifications (such as CFA, CFP, etc.) will be given priority

Benefits:

Competitive salary and performance bonus

Provide comprehensive career training and personal development opportunities

Enjoy annual leave, bank holidays, and paid sick leave

Provide medical insurance and dental insurance, etc. protection plans

Participate in company-sponsored employee activities and team building projects