We are seeking a high-performing Retirement Consultant to grow and retain a portfolio of high-net-worth clients. You will provide customized financial planning, investment strategies, and risk management solutions to help clients achieve their financial goals.
Job Description:
Design and implement comprehensive financial plans tailored to clients’ needs, covering identity planning, insurance, funds, and property investments.
Conduct in-depth consultations to assess clients’ financial objectives, risk tolerance, and investment preferences.
Provide expert advice on asset allocation, investment products, and wealth preservation strategies.
Build and maintain strong, long-term client relationships through exceptional service and regular follow-ups.
Stay informed on market trends, financial products, and regulatory updates to ensure compliant and competitive solutions.
Key Highlights:
Work-Life Balance: Flexible working hours to promote a healthy and sustainable lifestyle.
Attractive Compensation: Annual salary starting from HKD 400,000, with performance-based bonuses and incentives.
Professional Growth: Engage in diverse responsibilities, including insurance, investment, and asset
Job Requirements:
Bachelor’s Degree or Higher Diploma
CFP/AFP qualification preferred
Fresh graduates, IANG holders, and Mandarin-speaking candidates are welcome
Strong communication skills and client-oriented mindset
Full-time,Permanent