Consultant Trainee/ Asset Management Consultant (up to 30K)

Job Duties:

• Provide quality services and financial solutions to customers and satisfy their changing financial needs.
• Assist in the formulation of strategies to build a lasting digital connection to connect with prospects and Clients.
• Responsible for providing one-stop professional immigration and financial services to clients, including immigration visas, taxation/opening overseas companies or overseas bank securities accounts, further education/investment immigration, overseas properties, etc.
• Provide end-to-end product marketing support in producing materials, such as product brochures, leaflets, sales presentation tools, sales flyers, product videos, newsletters, premiums and launch events etc.
• Comprehensive training programs including classroom training, workshops, experiential activities, practical exercises.

工作職責：

• 為客戶提供優質服務和金融解決方案，滿足其不斷變化的金融需求。
• 協助制定策略，建立持久的數位連接，與潛在客戶和客戶建立聯繫。
• 負責提供客戶一站式專業移民和金融服務，包括移民簽證、稅務/開設海外公司或海外銀行證券帳戶、升學/投資移民、海外房產等。
• 提供端到端的產品行銷支持，製作各種材料，例如產品手冊、宣傳單、銷售簡報工具、銷售傳單、產品影片、簡報、贈品和產品發布會等。
• 全面的培訓項目，包括課堂培訓、工作坊、體驗式活動和實踐練習。

Job Requirments:

• A good team player with good interpersonal and communication skills, strong sense of responsibilities.
• Attend licensing courses of IIQE paper I and III (including courses and examinations).
• Interested in wealth management and financial planning.
• Good command in Cantonese, English and Putonghua.

職位要求：

• 具備良好的團隊合作精神、人際溝通能力和溝通能力，並具有高度的責任感。
• 需參加IIQE卷一和卷三的執照課程（包括課程和考試）。
• 對財富管理和財務規劃有興趣。
• 精通粵語、英語和普通話。