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Comprehensive wealth management services

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Bachelor

High Earning Potential|獨有獎金機制

Elite Training System|行業頂尖講師親授,快速提升實力

Flexible Work Style|彈性辦公,自主掌控時間

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Financial Planning Consultant

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YUI SING DEVELOPMENT COMPANY
Financial Services
Updated 3 months ago
HK $26K-30K/Month
Bachelor
No experience limit

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Job Description

Key Responsibilities:

Analyze clients' financial situations and develop tailored financial plans

Recommend suitable insurance and investment products

Monitor and review clients' portfolios regularly, providing adjustment recommendations

Build and maintain long-term relationships with clients

Stay updated on market trends and regulatory changes

Requirements:

Bachelor's degree or above in Finance, Economics, or a related field

Strong communication and interpersonal skills

Proficiency in financial analysis tools and software


Languages
Cantonese
Mandarin
Skills
Financial Risk Management

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Yuk Ching Li
YUI SING DEVELOPMENT COMPANY · 經理

Job Location

Mong Kok-Mong Kok, Yau Tsim Mong

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Location

Direction


Company Overview

YUI SING DEVELOPMENT COMPANY is a diversified product company, with business scope covering wealth management, family inheritance, trust, investment immigration services, children's school enrollment and Hong Kong school enrollment One-stop solution. We are committed to becoming the most trustworthy cooperative partner of our customers, and through professional services and innovative solutions, we will help customers achieve their wealth management goals. YUI SING DEVELOPMENT COMPANY is a diversified organization offering a wide range of services, including wealth management, estate planning, trust services, investment immigration, and comprehensive solutions for children's education both locally and abroad. We are committed to being the most trusted partner for our clients, helping them achieve their wealth management goals through professional services and innovative solutions.


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