Help clients achieve their various financial goals and objectives by providing financial planning services and introducing appropriate financial products to them.

• Based on the customer's financial situation, risk tolerance, and long-term goals, provide professional financial planning advice to help the customer develop a comprehensive wealth management plan.

• In-depth analysis of customers' financial needs, including savings, investment, retirement planning, asset allocation and insurance coverage, and propose appropriate solutions.

• Introduce and recommend suitable financial products to customers, such as funds, bonds, insurance, trusts and other investment tools, to achieve their financial goals.

• Regularly keep in touch with customers, review their investment portfolio performance, and adjust their financial planning strategy according to market changes or personal circumstances.

• Establish and maintain long-term stable customer relationships, enhance customer satisfaction and loyalty, and promote sustained business growth.

Work requirements

• Have good communication and interpersonal skills, be able to effectively understand customer needs and clearly communicate complex financial concepts.

• Those with basic financial, accounting or financial knowledge, familiar with the local financial market and regulatory environment, are preferred.

• Proactive, self-motivated, and able to work independently to achieve performance targets in a goal-oriented environment.

• Emphasize professional ethics and integrity, follow industry standards, and ensure that we provide our clients with fair and transparent professional services.

• Willing to continue learning financial products and market dynamics, and obtaining relevant professional qualifications (such as CFP, CFA, etc.) to enhance professional level.