境外理財顧問

**Overseas financial advisor**

**Job Responsibilities:**

- Provide professional financial planning and risk assessment services to customers, helping them achieve their financial goals.

- Develop new customers and maintain existing customer relationships, building a long-term and stable cooperative foundation.

- Regularly follow up on customer needs and provide continuous post-purchase services and advice based on changes in customer circumstances.

- Analyze market dynamics and industry trends, grasp the latest financial information, and customize insurance and investment plans for customers.

- Achieve the sales targets and business indicators set by the company, and actively expand the business scope.

- Participate in team training and activities, enhance personal professional skills and team collaboration efficiency.

- Strictly comply with the Hong Kong Insurance Authority (IA) and the company's compliance requirements to ensure that all business operations meet legal and ethical standards.

**Work requirements:**

- Hold a Hong Kong permanent resident identity or valid work visa, and be at least 18 years old.

- Secondary School (DSE) or above, majoring in business, finance or related fields, are given priority.

- Need to pass the Hong Kong Insurance Intermediary Qualification Examination (IIQE Part 1, Part 2 or Part 3), if you have not yet been licensed, the company can provide relevant training support.

- Positive and proactive personality, with high stress resistance and self-motivation, able to adapt to a high-challenge work rhythm.

- Basic knowledge of financial markets, those with insurance or financial related experience are preferred.