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Job Description
Responsibilities:
Have in-depth communication with customers to understand their financial situation and needs
Develop a personalized financial planning solution, including investment, retirement, taxation, and inheritance planningRegularly track and evaluate your customers’ financial situation, providing ongoing advice and supportParticipate in marketing activities to expand your customer baseContinuously learning and updating financial knowledge to maintain professional standardsSign In
to view full job descriptionLanguages
English
Mandarin
Cantonese
Skills
Business Finance
Yuk Ching Li
YUI SING DEVELOPMENT COMPANY · 經理
Job Location
Mong Kok-Mong Kok, Yau Tsim Mong
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YUI SING DEVELOPMENT COMPANY
YUI SING DEVELOPMENT COMPANY·Financial Services
YUI SING DEVELOPMENT COMPANY 是一家產品多元化的企業，業務範圍涵蓋財富管理、家族傳承、信託、投資移民服務、子女升學及來港升學等一站式解決方案。我們致力於成為客戶最值得信賴的合作夥伴，通過專業的服務和創新的解決方案，協助客戶實現其財富管理的目標。
YUI SING DEVELOPMENT COMPANY is a diversified organization offering a wide range of services, including wealth management, estate planning, trust services, investment immigration, and comprehensive solutions for children's education both locally and abroad. We are committed to being the most trusted partner for our clients, helping them achieve their wealth management goals through professional services and innovative solutions.
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No experience limit
No degree required
$ *****
Comprehensive on-the-job training in investment and asset management
Competitive salary and benefits package
Bachelor's degree or higher required
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