Financial Planning

• Responsible for customer relationship development and maintenance, deepening the domestic and global markets, and accurately grasping customer financial needs;

• Customize comprehensive service solutions for high net worth clients covering insurance investment, asset allocation, trust inheritance, identity planning, and education promotion;

• Continuously follow up on customer dynamics, provide regular professional financial analysis and wealth management optimization advice, and help customers achieve stable wealth growth;

• Work closely with the team, actively participate in market promotion and customer education activities, and enhance brand influence;

• Commit to the internal systematization of talent cultivation, continuously improve professional skills, and achieve common growth of individuals and teams.

Requirements:

• Bachelor's degree or above

• Hold a Hong Kong ID or a relevant work permit in Hong Kong

• Welcome fresh graduates/IANG/highly talented individuals (renewable)

• Welcome those with entrepreneurial ideas to become business partners

• Have a sense of purpose, ambition, and responsibility , and be good at working in teams

• Positive and optimistic personality, with good communication skills and negotiation techniques