D.L.K.SUM

<p>Job Responsibilities: </p><ul><li>Deeply explore the high net worth client's needs, customize asset allocation, inheritance planning, tax planning, and identity planning based on their financial situation and goals</li><li></li><li></li><li>Maintain long-term relationships with family clients, providing full-cycle services from wealth management to identity settlement, including post-investment management, regular review and renewal support</li><li>Continuously track customer dynamics and market changes, adjust service strategies in a timely manner, and enhance customer satisfaction and loyalty</li></ul><p><br> Work requirements: </p><ul><li>Familiar with Hong Kong's Talent, High Talent and IANG visa policies and application procedures, those with relevant project implementation experience are preferred.</li><li></li><li>Proficient in communicating with high net worth clients, with excellent negotiation skills and customer service awareness</li><li>Fluent in Mandarin, with good written and oral expression skills, Cantonese ability is an added bonus</li><li>Welcome applicants with high talent, excellent talent or IANG visa and their dependents, the company provides renewal support</li></ul><p></p>