Financial Advisor

JIG Family Office·Financial Services

Part Time

Internship

Full Time

Tsim Sha Tsui

HK work visa available

No experience limit

No degree required

4 to 8 hours/day, 5 days per week, Hybrid

HK $20K-50K/Month

Job Highlights

Year-end bonus provided

Comprehensive training program supports professional development

Flexible working arrangements

Job benefits

Year-end bonus

Compensation

Job Description

As a financial advisor, you will assist clients in developing and implementing personal or corporate financial planning solutions, providing professional investment advice and risk management strategies. The following is a detailed description of this position:

Job Responsibilities:

Have in-depth communication with customers to understand their financial situation, investment objectives, and risk tolerance.
Design suitable financial solutions based on customer needs, including asset allocation, investment product recommendations, etc.
Continuously follow up on market dynamics and financial product changes, and provide customers with the latest financial information and advice.
Coordinate other financial professionals (such as insurance advisors, tax specialists) to serve high-value customers.

Requirements:

Have financial, economic, accounting or related academic experience.
Applicants with relevant professional qualifications (such as CFP, CFA, AFP, etc.) will be given priority.
Have good communication skills and interpersonal relationship management ability, and be able to independently develop and maintain customers.
Have in-depth understanding of financial markets, familiar with various investment products and risk management tools.
Have a high sense of professional ethics, and be able to prioritize customer interests.

Benefits:

Competitive salary structure.
Provide a comprehensive training plan to support employees’ continuous professional development.
Flexible work arrangements, creating a good working environment.

Credit Risk Management

Retail Banking Operations

Risk Management

Cantonese

English

Mandarin

christy wu

JIG Family Office·家族办公室投资顾问

Active within 3 days

Company Overview

JIG Family Office

Financial Services

• Application for Master's degree in Hong Kong and Macau • Hong Kong secondary school transfer and promotion (designed to match the immigration family path) • • IANG / VPAS / Family visa and accompanying study status • Talent / High Talent / Specialist Category Talent Plan Application and Renewal • Integrate education planning and family fund allocation advice • Investment Immigration Program

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才華資本

Monthly salary during internship HKD12K-15K, starting salary post-conversion HKD25K

Opportunity for exceptional performers to become full-time employees

Recent graduates without prior experience are welcome to apply

$12K-15K/M