Main Responsibilities:
- Understand clients' financial needs and provide suitable product and service advice.
- Track client investment portfolios and ensure asset allocation meets market changes and client needs.
- Conduct regular portfolio reviews and update clients on performance and recommendations.
- Build and maintain long-term client relationships and expand the client network.
Requirements:
- Bachelor's degree or above, any major.
- Fresh graduates and Mainland Chinese candidates are welcome.
- Able to work efficiently under pressure in a dynamic, competitive environment.
- Proficient in Chinese and English; fluent Mandarin preferred.
- Strong communication and interpersonal skills.
- Mature, self-driven, outgoing, with a sense of service and responsibility.
- Highly motivated to pursue high income.
- Company provides strong marketing activity support.
We offer broad career development opportunities. Salary is negotiable based on qualifications and experience.
Benefits include:
- Five-day work week
- Comprehensive internal training
- Certification exam subsidy
- Fast-track management promotion
- Each trainee will be paired with a senior mentor for one-on-one guidance.