Immigration Financial Investment Advisor

Ku, Jiatao
Others
Posted within 3 months
HK $20K-40K/Month
No degree required
No experience limit
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Discretionary bonus
Flexible working hours

Job DescriptionTranslate to English
Duties:<br>1. Provide professional immigration financial planning and investment consulting services and asset allocation advice (including study abroad) to high net worth clients based on their background<br>2. Analyze customer needs, design personalized immigration and financial investment plans, and assist customers in implementing and following up on immigration and financial investment projects<br>3. Monitor market dynamics and provide the latest economic trends and investment opportunities<br>4. Have good communication skills and service awareness, and be able to build trust relationships with customers<br>5. Familiar with immigration investment knowledge and market dynamics, able to provide professional investment advice to customers<br>6. Have team spirit, be able to collaborate with team members and complete work tasks together<br><br>Requirements:<br><br>2. Have a valid Hong Kong work visa, IANG, high talent, and outstanding talent<br>3. Accept inexperienced but outstanding graduates, those with relevant wealth management, private banking, marketing or financial industry work experience are preferred.<br><br>Benefits:<br>1. Flexible work schedule, can accept full-time and part-time<br>

Languages
Mandarin
Cantonese
English
Skills
Debt Recovery
Credit Rating
Insurance

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周胜男
Ku, Jiatao · 招聘專員
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Job Location

港威大廈:第2座 23A/F Unit 01-Tsim Sha Tsui, Yau Tsim Mong

Suites 1801-6, 18/F, Tower 2, Harbour City, 25 Canton Rd, Tsim Sha Tsui

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