Financial Advisor

<div>Job Responsibilities<br><ul><li>Provide professional and personalized financial consulting services to customers, helping them formulate long-term plans that meet their financial goals.</li><li>In-depth analysis of customers’ asset situation, risk tolerance, and financial needs, providing scientific and reasonable investment allocation advice.</li><li>Based on market changes and customer needs, recommend suitable wealth management products and services, and achieve asset preservation and appreciation.</li><li>Regularly visit customers, track the execution effect of financial planning, and adjust strategies in a timely manner based on life stages or changes in the economic environment.</li><li>Continuously maintain customer relationships, enhance customer stickiness, promote customer referrals and deep cooperation, and improve overall satisfaction.</li></ul></div><br><div>Work requirements<br><ul><li>Have a financial, economic, accounting or relevant professional academic background, those with industry work experience are given priority. </li><li>Familiar with local and international financial market dynamics, understand the characteristics of various financial products, and have solid financial analysis skills.</li><li>Have excellent communication and expression skills and customer service awareness, and be able to accurately capture and respond to customer needs.</li><li>Adhere to professional ethics, have a high sense of confidentiality, and be able to handle sensitive customer information and privacy data properly.</li><li></li></ul></div>