- Kowloon City, Kowloon Peninsula Kowloon City Kowloon Peninsula, Hong Kong Hong Kong

工作地点
职位描述
岗位职责
About us
We are a dynamic wealth management firm in Hong Kong specializing in comprehensive financial planning. We help individuals and families achieve long-term financial security through personalized retirement solutions (including MPF consolidation), investment strategies, and wealth accumulation plans. With a client-centric approach and professional expertise, we deliver tailored solutions to meet every client’s unique goals and life stage.
Qualifications & experience
Bachelor degree holder or above in all disciplines (any related skills in business-field would be an advantage)
Innovative and a good team player
Fluent in Cantonese/Mandarin/English.
Good communication and interpersonal skills.
Willing to learn and accept new challenges.
Passing preliminary examinations and trainings are the prerequisites before on-boarding
Tasks & responsibilities
Foster strong connections and cultivate relationships with our clients and customers.
Deliver professional advice and services in portfolio management to our clients.
Lead the team in identifying, pursuing, and exploring on business opportunities with both existing and potential clients upon completion of the program
Benefits
A promising career path with prospects for ongoing growth
Striking a harmonious balance between work and personal life
A constructive and nurturing work environment that promotes positivism
重要安全守则
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