Financial Consultant 財富規劃經理 (歡迎無相關經驗/ 本地或海外畢業生／高才／優才簽證)

Job Responsibilities:

• Offering Expert Financial Services to Clients, such as Wealth Management & Portfolio Guidance, Investment Strategy, Retirement Planning, Risk Management Strategy, and more.
• Access to existing client base.
• Track and analyze client financial situations, devising customized solutions to meet their requirements.
• Training in Recruiting & Team Management.
• Recruit Promising Financial Planners and establish your own team.

工作職責：

• 为客户提供专业的金融服务，包括财富管理和投资组合建议、投资规划、退休规划、风险管理规划等。
• 提供的客户群
• 监控客户财务状况并提出完善订制的解决方案满足客户需求
• 了解招募和管理团队
• 高招募潜力理财师，打造自己的专业团队

Job Requirements:

• Higher Diploma / Associate Degree or above of any discipline
• Aggressive, outgoing and work independently
• Candidates with IANG,TTPS & QMAS are welcomed.
• Fresh Graduates or New in this industry will also be considered

工作要求：

• 为客户提供专业的金融服务，包括财富管理和投资组合建议、投资规划、退休规划、风险管理规划等。
• 提供的客户群
• 监控客户财务状况并提出完善订制的解决方案满足客户需求
• 了解招募和管理团队
• 高招募潜力理财师，打造自己的专业团队