Causeway Bay

Job Responsibilities

• Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios;

• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service;

• Maintains and develops client relationships while staying informed of industry developments and sharing market insights within the team

• Acquires leadership and team management skills for future career advancement through ongoing training and development sessions

Qualifications

• Bachelor degree or above (Fresh graduates/IANG working visa holders are welcomed);

• Excellent interpersonal, communication and presentation skills;

• Good command of spoken and written English and Chinese, especially in Mandarin;

• Must be eligible to work in Hong Kong;

• Goal oriented, self-motivated and results driven;

• Attention to details, with superior organizational skills and ability to prioritize tasks;

• Experience in financial industry or background in Mainland will be an advantage