Financial Marketing Consultant

HK $15K-45K/Month

No degree required

No experience limit

Work visa required

Negotiable working days

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Job Responsibilities:

Customer financial evaluation: In-depth analysis of the customer's financial situation, investment objectives, risk tolerance, asset and liability structure, and the establishment of a personalized financial profile based on this information.
Comprehensive financial planning: Design specific and feasible overall financial management solutions for customers, covering budget management, debt restructuring, retirement planning, education fund savings, and wealth accumulation.
Investment portfolio management: Based on customer needs and market conditions, recommend and continuously optimize investment allocation, including stocks, bonds, mutual funds and insurance-type financial products of diverse asset classes.
Customer Relationship Management: Proactively expand new customers, deepen existing customers' trust relationships, and enhance long-term cooperation through regular follow-ups, demand tracking, and solution adjustments, thereby increasing customer loyalty and willingness to provide one-stop services.
Financial education and consultation: Explain complex financial concepts, product features and market dynamics in a clear and easy-to-understand way, and provide objective and neutral continuous financial advice.

Requirements:

Have basic financial analysis skills, investment principle knowledge, and basic tax planning concepts.
Excellent interpersonal interaction and communication skills, able to accurately grasp customer needs and build a professional and trustworthy image.
Have logical reasoning and problem-solving skills, and be able to propose practical and effective solutions to different financial situations.
Can operate mobile phones and tablets.
Have business development awareness and sales execution ability, and be willing to invest in customer development and relationship transformation work.
Any academic background is acceptable; academic qualifications are not limited, and those with bachelor's degrees, associate degrees, higher diplomas, master's degrees, doctorates or postgraduate diplomas are welcome to apply. QMAS, TTPS, IANG, CIES holders are welcome.
No relevant work experience is required, fresh graduates and potential newcomers are welcome to join.

Benefits: