Financial Planning Consultant

Position name: Financial Planning Consultant

Job Responsibilities:

1. Regularly contact existing and potential customers, provide professional financial follow-up services to ensure customer needs are met.

2. Assist customers in reviewing and integrating their MPF accounts, providing professional advice to optimize their asset allocation.

4. Based on customer needs, develop a comprehensive risk management, financial planning, retirement planning, and personal investment plan.

5. Maintain sensitivity to financial markets, continue to learn relevant knowledge, and provide high-quality consulting services to customers.

Requirements:

1. Be 18 years old and have five valid academic qualifications (including mathematics, Chinese or English) from the School Entrance Examination/DSE.

2. Passionate about the financial industry, willing to invest time and energy to develop your own professional skills.

3. Fresh graduates, IANG holders, and those from banking, hotel, airline, retail, etc. industries who are interested in changing jobs are all welcome to apply.

4. Have good communication skills and service attitude, be able to handle customer relationships and achieve sales targets independently.

5. Applicants with banking and financial services experience will be given priority, but it is not a necessary condition.

Benefits:

1. Provide monthly business allowances to support daily work expenses.

2. Generous commission system, providing corresponding returns based on performance.

3. Establish monthly bonuses to motivate employees to achieve higher goals.

4. Provide other extra bonus plans to make outstanding performers earn more.

5. Provide free travel opportunities as a special commendation for excellent performance.