KWAN WAI FUNG

Duties:

• Understand and analyze the financial goals and needs of high-end and overseas customers, and provide neutral personal financial planning and wealth management solutions;

• Timely collection and processing of customer opinions, maintenance of customer relationships, and continuous provision of high-quality financial planning services to customers;

• Through various modes, channels and market activities, develop potential customers in Hong Kong and the mainland;

• Able to fully study and understand various financial products to provide customers with more professional and comprehensive financial advice;

Requirements:

• Be honest and upright, with a high sense of responsibility and goal awareness;

• Active and proactive, with good interpersonal communication skills and team spirit;

• Financial, accounting and other related professional bachelor's degree or above / those with MBA study or overseas work experience are preferred;

• Have a professional manager's image, have good financial management habits;

• Have excellent continuous learning abilities, be able to set personal work goals and plans, effectively schedule and implement them.

We provide:

• The company will provide regular, comprehensive, and professional on-the-job training to enhance market dynamics, product knowledge, and sales skills;

• Clear multi-directional career development paths and promotion opportunities;

• Benefits: Bank holidays, generous commission, performance bonuses