agent

Job Responsibilities

• Responsible for customer consultation and sales services of financial products under the family office, and assisting high net worth clients in asset allocation and wealth management planning

• Based on regulatory requirements, complete the licensing process (including but not limited to SFC license application, continuous compliance training and practical evaluation); unlicensed but potential candidates will be fully supported by the company to take the license

• Regularly attend market dynamics, financial instruments (such as funds, insurance, trust structures) and cross-border tax fundamentals training to enhance professional service capabilities

• Just start completing a task at random

Work requirements

• No academic requirements, but holding a master's degree or above, currently holding a valid student visa (Student Visa) and enjoying an additional company scholarship

• Passionate about the financial services industry, willing to develop long-term in the asset management and family office fields, those with basic financial knowledge are preferred, those without it are also okay, they can learn, and it is better if they are good, kind and loving

• Have proactive learning awareness and team collaboration spirit, and be able to adapt to a fast-paced and result-oriented work environment

• Willing to invest time to complete the license exam (company provides full exam and training fees)