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No experience limit
Diploma of Secondary School
Competitive base salary plus commission, generous performance bonuses
Comprehensive medical coverage including outpatient, inpatient, and dental services
Birthday leave and additional company welfare holidays in addition to statutory holidays
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Work benefits
Year-end bonus
Insurance plan
Extra Medical Insurance
Bank holidays
Job Description
Job Responsibilities
- Provide professional financial planning and advice to customers, helping them achieve their asset appreciation and preservation goals.
- Provide customized wealth management solutions, covering retirement planning, tax arrangements, insurance allocation, and inheritance.
- Regularly track and review customer financial status, proactively provide adjustment advice and ongoing consulting services.
- Keep up with the dynamics and regulatory changes in the financial market to ensure that the services provided are professional and up-to-date.
Work requirements
- Bachelor's degree or above, majoring in finance, economics, accounting or related fields are given priority.
- Have good communication skills and interpersonal interaction skills, and be able to effectively establish and maintain customer trust relationships.
- Highly enthusiastic about the wealth management industry, with excellent service-oriented thinking and team collaboration spirit.
- Have strong learning motivation and self-motivation, be able to quickly absorb new knowledge and apply it to actual business.
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to view full job descriptionLanguages
Cantonese
Mandarin
Skills
Personal Banking
Financial Engineering
Insurance Broking
Real Estate Marketing
Financial Markets
Ng Cannis
Zhongyuan Financial · HR
Active within 7 days
Company Overview
Chung Yuan Financial is committed to providing comprehensive and professional one-stop wealth management services to customers, helping them achieve financial freedom and life goals. We firmly believe that building a long-term trust relationship is of utmost importance, therefore, we deeply understand customer needs to provide tailor-made wealth management solutions. Our team adheres to the "customer-centric, co-create wealth" concept, continuously pursuing excellence, and striving to provide the most appropriate wealth management advice to each customer.
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