Retirement Planning Specialist (Wealth & Pension)

Qualifications & experience

Bachelor degree holder or above in all disciplines

Innovative and a good team player

Fluent in Cantonese, English and Mandarin

Good communication and interpersonal skills.

Willing to learn and accept new challenges.

Tasks & responsibilities

Develop and maintain strong connections and relationships with our valued clients and customers.

Deliver exceptional asset management advice and services to meet our clients' needs.

Lead a team in identifying, pursuing, and reporting on business opportunities with both existing and prospective clients.