Send application message
Work benefits
Additional subsidies
Job Description
Job Responsibilities
- Provide comprehensive financial planning services to customers, covering investment portfolio management, retirement planning, education savings, tax optimization, and asset inheritance strategies.
- Based on the customer's risk preference, financial goals, and life cycle stage, tailor a long-term financial plan and periodically review and dynamically adjust it.
- Collaborate with legal, accounting and insurance professional teams, integrate cross-domain resources, and assist customers in implementing comprehensive wealth management arrangements.
- Continuously track market trends, financial products and regulatory changes to ensure that the advice provided meets the latest regulatory requirements and best practice standards.
- Lead customer meetings, financial health diagnosis and annual review reports, presenting complex financial concepts in a clear and understandable way, and strengthening customer trust and long-term relationships.
Sign In
to view full job descriptionLanguages
Cantonese
English
Mandarin
Skills
Financial Modelling
Investment Banking
Alison Yiu
ALISON YIU · Alison Yiu Lai Hang Company
Active recently
Job Location
尖沙咀-Tsim Sha Tsui, Yau Tsim Mong
尖沙咀
Map info not available. You can open it in another map app.
Location
Direction
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Send application message
Career Guide
View More
Fanling recruitmentWong Chuk Hang recruitmentHung Shui Kiu recruitmentNgau Chi Wan recruitmentSan Po Kong recruitmentTsim Sha Tsui recruitmentTai Tam recruitmentTo Kwa Wan recruitmentHung Hom recruitmentFo Tan recruitmentNorth Point recruitmentTin Shui Wai recruitmentKai Tak recruitmentSheung Wan recruitmentSai Ying Pun recruitmentAberdeen recruitmentTseung Kwan O recruitmentShek Kip Mei recruitmentSai Kung recruitmentWan Chai recruitmentTsing Yi recruitmentYau Ma Tei recruitmentPok Fu Lam recruitmentMa On Shan recruitmentSham Shui Po recruitmentSai Wan Ho recruitmentSheung Shui recruitmentTsing Lung Tau recruitmentKwun Tong recruitmentCentral recruitmentSiu Sai Wan recruitmentAp Lei Chau recruitmentMong Kok recruitmentCheung Sha Wan recruitmentNgau Tau Kok recruitmentShek Tong Tsui recruitmentKam Tin recruitmentYau Tong recruitmentKowloon City recruitmentQuarry Bay recruitmentKowloon Bay recruitmentLai Chi Kok recruitmentYuen Long recruitmentKwai Chung recruitmentTai Kok Tsui recruitmentHo Man Tin recruitmentShau Kei Wan recruitmentTuen Mun recruitmentTsuen Wan recruitmentAdmiralty recruitmentLam Tin recruitmentStanley recruitmentStonecutters Island recruitmentKowloon Tong recruitmentKennedy Town recruitmentWong Tai Sin recruitmentTai Wai recruitmentDiamond Hill recruitmentHappy Valley recruitmentChai Wan recruitment
Editing & PublishingCivil & Structural EngineeringWarehousing, Storage & DistributionAviation ServicesMarketing Assistants&CoordinatorsEngineering - HardwareResidential SalesDentalDirect Marketing & CRMMarket Research & AnalysisFreight&Cargo ForwardingFunds ManagementAerospace EngineeringNew Business DevelopmentSecurity & Safety ControlVolunteer Coordination & SupportClaimsTreasuryTravel Agents&ConsultantsEngineering - SoftwareQuality AssuranceSales Representatives&ConsultantsManagement Accounting & BudgetingIndustrial DesignPublic Transport & Taxi ServicesStudent ServicesRail & Maritime TransportCommercial Sales, Leasing & Property MgmtMerchandisersDatabase Development & AdministrationCompliance & RiskMechanical EngineeringProgramming & ProductionAgency Account ManagementIndustrial EngineeringSecurity ServicesMathematics, Statistics & Information SciencesData Entry & Word ProcessingDieticiansCreditBuilding Services EngineeringCompany SecretariesSales CoordinatorsFashion & Textile DesignEvent ManagementMedical SpecialistsMedical AdministrationSecurityAudit - InternalArt DirectionClient & Sales AdministrationComputer OperatorsConsulting & Generalist HRProduct Management & DevelopmentHousekeepingFinancial Managers & ControllersIllustration & AnimationImport&Export & CustomsAnalystsWeb Development & Production
Kam Tin parttime營養助理小學補習輔導員 社工 i 輔導員support engineerTuen Mun parttimewarehouse associateDiamond Hill parttimemanual qa tester全職接待員Tsing Yi parttimeemergency coordinatorHung Shui Kiu parttimeLai Chi Kok parttime專櫃化妝品Tsim Sha Tsui parttimeAp Lei Chau parttimepart time customer serviceHappy Valley parttimesenior rights managerTai Kok Tsui parttimeSham Shui Po parttimemerchandising purchasingTai Po parttimeresident managerbrokerage supervisorSan Po Kong parttimeMong Kok parttimeTo Kwa Wan parttimeHung Hom parttimehead of technicalKowloon Tong parttimeFanling parttimemedia coordinator remotemental health social workercapital markets analyst remoteasia progress executiveNgau Chi Wan parttimeforex brokerTseung Kwan O parttimeSai Wan Ho parttimevehicle maintenance attendantiiqe機手派單張drainage installerKowloon City parttimeKennedy Town parttimeMa On Shan parttimecddquality control supervisor培訓中心ysl beautyNgau Tau Kok parttimeSai Kung parttimesearch engine optimization managerCentral parttimeTai Wai parttimeisland westSheung Shui parttime