Financial Planner

Financial Planner

Recruitment Object: Base Hong Kong Hong Kong graduates, IANG, outstanding talents, high talents, dependents, support for renewal

1. work focus Job Highlights

Seeking to position high net worth clients, providing overseas asset allocation consulting and implementation strategies to individual and family customers:

2. Work Responsibilities Job Descriptions

Expand customer resources;

Comprehensively understand customer needs in overseas asset allocation;

Provide professional advice to clients in the fields of "investment, insurance, taxation, retirement, inheritance";

Integrate insurance, trust, bank, securities, medical and other institutions service network;

Landing overseas asset allocation strategy; closely follow market information, social media operation;

Participate in team management (such as workshops, operational decisions, development trends)

Bachelor's degree or above: Hold a valid Hong Kong work visa (such as permanent residency/IANG/Talent/higher talent/dependent) ;

Positive independence, attention to detail, and interest in financial planning;

Good Chinese writing and speaking skills (Cantonese/ Mandarin); English ability is also an advantage;

Banking/finance/marketing experience will be an advantage. Base Hong Kong company can provide renewal.