Senior Financial Planner

<p>Job Responsibilities</p><ul><li>Establish and maintain long-term and solid professional relationships with customers, and deeply understand their financial situation and needs</li><li>Design and provide tailor-made wealth management solutions based on customers’ personal and family financial goals</li><li></li><li>Provide retirement planning and MPF management services to help customers achieve financial independence in their later years</li><li>Comprehensive financial arrangements covering inheritance, ensuring wealth is smoothly transferred to the next generation</li></ul><p><br> Work requirements</p><ul><li>Have a Hong Kong Diploma of Secondary Education Examination or Secondary School Entrance Examination with five subjects, including Chinese, English, and Mathematics</li><li></li><li>At least five years of financial services or financial planning work experience</li><li></li><li>Proficient in Cantonese, with general Mandarin and English communication skills; able to read and write fluently in Chinese and English; with good expression and listening skills, proactive and responsible, those with team management experience are especially good</li></ul>