Key Responsibilities:
1.Financial Assessment & Advisory
- Conduct comprehensive evaluations of clients' financial circumstances and objectives to tailor optimal financial services and solutions
- Formulate customized strategies and provide expert guidance on diverse financial products aligned with clients' budgetary constraints and goals
2.Business Development & Client Relations
- Proactively generate new business opportunities while nurturing sustainable partnerships with prospective clients through strategic engagement
3.Market Intelligence & Compliance
- Monitor evolving industry trends and regulatory updates to deliver compliant and competitive financial recommendations
Requirements:
- Bachelor’s or Master’s degree in any discipline (Associate Degree, Higher Diploma holders, and fresh graduates are also welcome)
- Mature, self-driven, hardworking, and eager to learn
- Strong interpersonal and verbal/written communication abilities
- Fluency in Mandarin is a strong advantage
- Background in sales & marketing is a plus