Tsim Sha TsuiClient & Sales Administration

<div>Job Responsibilities:<br><ul><li>Provide professional and comprehensive financial analysis and advice to customers, helping them clarify their short-term and long-term financial goals.</li><li>Analyze and review the client's existing investment portfolio, income, expenses and risk tolerance, and evaluate their overall financial situation.</li><li>According to the customer's personal needs and life stage, tailor a suitable financial planning solution, covering savings, investment, insurance, retirement planning, etc. </li><li>Utilize the company's diverse financial products and services to help customers effectively allocate their assets and achieve their wealth preservation and appreciation goals.</li><li>Regularly track customer financial status and market changes, timely propose adjustment suggestions, and ensure that financial plans continue to meet customer needs.</li></ul></div><br><div>Requirements:<br><ul><li>Have a bachelor's degree or above in finance, economics, accounting or related fields, and those with CFP, CFA, FP or related professional certifications are preferred.</li><li>With at least 2 years of wealth management, financial planning or financial services-related work experience, familiar with investment tools and asset allocation strategies.</li><li>Proficient in financial analysis and risk assessment, able to independently complete financial statement interpretation and planning report writing.</li><li>Have excellent customer communication and relationship management skills, and be able to build long-term trust-based cooperative relationships.</li><li></li></ul></div>