financial planner

AVIDGO
Entertainment / Recreation
Updated within 3 months
Salary negotiable
No degree required
No experience limit
Work visa required
Part Time
Negotiable working days

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Job DescriptionTranslate to English
<div>Job Responsibilities<br> <ul> <li>Provide professional wealth management planning advice to high-value customers</li> <li>Based on the customer's financial situation and goals, develop a personalized financial management strategy and follow up regularly to adjust</li> <li>Assist customers in understanding the characteristics of various financial products, enhance wealth management awareness and decision-making ability</li> <li>Participate in company-organized financial planning seminars or client meetings, and promote financial planning concepts</li> <li></li> </ul> </div> <div>Work requirements<ul> <li>Applicants with financial, insurance, accounting or financial related experience are especially welcome</li> <li>Applicants who have worked in financial institutions or have entrepreneurial experience will be given priority</li> <li>Preference will be given to those with insurance agent licenses</li> <li>Able to work independently and have good communication skills, and attach great importance to customer service quality</li> </ul> </div> <div>Benefits<br> <ul> <li>Enjoy flexible work time arrangements, support part-time mode development</li> <li>Monthly two times of regular payment, more planned cash flow</li> <li>Provide on-the-job free training, continuously improve professional knowledge and practical skills</li> <li>Open promotion channels, and those who perform well can develop team management or business supervisor positions</li> </ul> </div>

Languages
Cantonese
Skills
Consumer Banking
FIN
Banking Business
Financial Markets
Private Banking

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AVIDGO · consultant
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Job Location

Tsim Sha Tsui-Tsim Sha Tsui, Yau Tsim Mong

Tsim Sha Tsui

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