境外理財顧問

<div>**Overseas financial advisor**<br><br>**Job Responsibilities:** <br>- Provide professional financial planning and risk assessment services to customers, helping them achieve their financial goals. <br>- Develop new customers and maintain existing customer relationships, building a long-term and stable cooperative foundation. <br>- Regularly follow up on customer needs and provide continuous post-purchase services and advice based on changes in customer circumstances. <br>- Analyze market dynamics and industry trends, grasp the latest financial information, and customize insurance and investment plans for customers. <br>- Achieve the sales targets and business indicators set by the company, and actively expand the business scope. <br>- Participate in team training and activities, enhance personal professional skills and team collaboration efficiency. <br>- Strictly comply with the Hong Kong Insurance Authority (IA) and the company's compliance requirements to ensure that all business operations meet legal and ethical standards.<br><br>**Work requirements:** <br>- Hold a Hong Kong permanent resident identity or valid work visa, and be at least 18 years old. <br>- Secondary School (DSE) or above, majoring in business, finance or related fields, are given priority. <br>- Need to pass the Hong Kong Insurance Intermediary Qualification Examination (IIQE Part 1, Part 2 or Part 3), if you have not yet been licensed, the company can provide relevant training support. <br><br>- Positive and proactive personality, with high stress resistance and self-motivation, able to adapt to a high-challenge work rhythm. <br>- Basic knowledge of financial markets, those with insurance or financial related experience are preferred.</div>