Financial Advisor

**Job Description:**


**Responsibilities:
1. **Financial planning**: Based on customer needs, develop personalized financial plans.
2. **Product recommendations** : Recommend suitable insurance and investment products.
3. **Customer Management** : Maintain customer relationships, regularly review financial plans.
4. **Market analysis**: Analyze market trends and provide the latest financial information.
5. **Compliance operations**: Ensure that all business activities comply with regulations and company policies.

**Requirements:
1. **Education**: Entrance Examination or DSE5 subjects pass (including Chinese, math or English, math), university degree, finance, economics or related professional qualifications are preferred.
2. **Certificate**: Insurance industry 1,3 license, can help with the exam.
3. **Experience**: Those with financial planning or sales experience are preferred.
4. **Skills** : Good communication and analysis skills, familiar with office software.
5. **Attitude**: proactive, with good professional ethics and customer service awareness.

**Others:**
- The company provides training and career development opportunities.
- Need to have good stress resistance and team spirit.