Job Description:

• Provide comprehensive wealth management and insurance planning advice tailored to your unique goals

• Tailor-made personalized financial solutions and investment strategies

• Establish and maintain solid long-term customer relationships Provide professional insights on financial products, market dynamics, and industry standards

• Establish and assist the team in achieving performance goals and driving business growth

• Continuously monitor the latest regulatory requirements and industry development trends

Job Responsibilities:

• Provide comprehensive wealth management and insurance planning advice tailored to clients' unique goals

• Design personalized financial solutions and investment strategies

• Establish and maintain strong long-term client relationships

• Offer professional insights on financial products, market trends, and industry regulations

• Guide and assist the team in achieving performance targets and driving business growth

• Stay updated with the latest regulatory requirements and industry development trends

Job Requirement:

• University degree, or with other professional designations

• Experienced in financial industry will be an advantage

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

• Goal oriented & self-motivated

• Good interpersonal and communication skills

• Ability to work in a fast-paced, evolving environment

Requirements:

• University degree or holding other professional qualifications

• Applicants with financial industry experience will be given priority

• Goal-oriented and proactive

• Able to adapt to a rapidly changing work environment