Immigration financial advisor (can assist with renewal)
Posted 3 months ago

No experience limit

No degree required

6.0 hrs/day, Negotiable working days
HK $20K-50K/Month
Work highlights
1. Can assist individuals with work visa renewal.
3. Provide competitive salary within the industry, based on ability, for specific negotiation.
4. Work atmosphere is relaxed and pleasant, and long-term exposure to high net worth individuals and high-end talents is beneficial to continuous self-improvement.
Work requirements
1. Have a background in mainland China, fluent in Mandarin, and good communication and exchange skills.
*No work visa is allowed to work*
3. Relevant work experience or past sales experience is preferred.
4. Full-time position is preferred, but part-time is also acceptable.
Job Responsibilities
1. Analyze customer background and provide immigration identity planning services to customers, tailor-made solutions (including study abroad, investment immigration, etc.), and provide convenient pathways for top talents.
2. Assist customers in handling immigration and study abroad application problems, including material collection, writing preparation, submission and full process follow-up.
3. Provide professional financial planning services, covering wealth management analysis, tax planning, investment risk assessment and asset allocation advice.
4. Deepen emotional connections with customers, regularly communicate with them about application progress, optimize service processes, ensure compliance and efficiency, and enhance customer satisfaction.
Application method:
Applicants should submit their application, and we will contact you as soon as possible to arrange an interview
*Also available for video interviews
View more
Customer Support
Customer Communication
Client Satisfaction
Mandarin
Cantonese
English
Leona Sze
Ku, Jiatao·Sales Manager/財富管理顧問
亞洲聯合財務

14.0 hrs/day, 7 days/wk
Good command of Chinese, English, and Mandarin
2 years' relevant experience in customer service or call center
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