Senior financial advisor

Internship Financial Advisor<br>Background requirement: Chinese and Hong Kong living and learning experience<br>Job Responsibilities<br>Learning and assisting in the formulation of global asset allocation strategies, providing diversified investment portfolio advice based on customer risk characteristics and financial objectives<br>Participate in the design of personalized global asset allocation solutions, covering stocks, bonds, funds, alternative investments, etc. cross-market asset categories<br>Assist in conducting a customer financial status analysis, including income, expenses, debt, insurance and retirement planning, etc.<br>Support high net worth clients in their life financial planning services, including education funds, house purchase, retirement, inheritance, etc. for medium and long-term goal setting and simulation<br>Regularly track investment portfolio performance and assist in adjusting the allocation to respond to market changes and customer life cycle changes<br><br>Work requirements<br>Highly interested in financial issues, willing to continue learning about global financial market dynamics and investment tools<br>Basic financial analysis ability, able to understand financial statements and financial product disclosure documents<br>Have good communication skills, be able to clearly express complex financial concepts to customers for understanding<br>Positive and proactive work attitude, sense of responsibility, and team spirit<br>Applicants with fresh graduates or no experience are welcome. The company provides complete professional training and certification counseling<br>Internship Financial Advisor<br><br>Job Responsibilities<br>Learning and assisting in the formulation of global asset allocation strategies, providing diversified investment portfolio advice based on customer risk characteristics and financial objectives<br>Participate in the design of personalized global asset allocation solutions, covering stocks, bonds, funds, alternative investments, etc. cross-market asset categories<br>Assist in conducting a customer financial status analysis, including income, expenses, debt, insurance and retirement planning, etc.<br>Support high net worth clients in their life financial planning services, including education funds, house purchase, retirement, inheritance, etc. for medium and long-term goal setting and simulation<br>Regularly track investment portfolio performance and assist in adjusting the allocation to respond to market changes and customer life cycle changes<br><br>Work requirements<br>Highly interested in financial issues, willing to continue learning about global financial market dynamics and investment tools<br>Basic financial analysis ability, able to understand financial statements and financial product disclosure documents<br>Have good communication skills, be able to clearly express complex financial concepts to customers for understanding<br>Positive and proactive work attitude, sense of responsibility, and team spirit<br>Applicants with fresh graduates or no experience are welcome. The company provides complete professional training and certification counseling