Sales and Financial Planning Manager

Jovi Sze Financial Consultant Company·Financial Services

Full Time

Mong Kok

HK work permit required

3 to 5 yrs exp

Bachelor

Salary negotiable, High commission with base salary

Job Highlights

全面財務規劃服務

CFP、CFA等專業資格優先

3年以上理財顧問經驗

Job Description

Maintain and expand customer relationships, gain in-depth understanding of customers' financial situation, needs and long-term goals, and provide professional and personalized financial services.
Regularly communicate with customers, evaluate the performance of their investment portfolio, and dynamically adjust financial planning solutions based on market changes and customer needs.
Provide comprehensive financial planning for customers, covering asset allocation, retirement planning, tax planning, wealth inheritance, etc., and improving their overall financial health.
Provide professional risk assessment and management advice to help customers identify, analyze and avoid potential investment and financial risks.
Continuously track financial market trends, research various financial products and investment opportunities, write market analysis reports, and provide timely and accurate investment advice to customers.
Lead and guide the financial advisor team, organize training and exchange of experiences, and enhance the team's professional ability and service level.
Coordinate internal team workflows, optimize customer service mechanisms, and ensure timely and stable service responses.
Bachelor's degree or above, finance, economics, accounting, or related fields are preferred.
Have at least 3 years of experience in financial planning or the financial services industry, with at least 1 year of team management or project leadership experience.
Familiar with bank, securities, insurance, fund and other financial products, and have in-depth understanding of the capital market operation mechanism.
Have solid financial analysis and investment planning skills, and be able to independently complete complex financial model construction and scheme design.
Preference will be given to those with CFP, CFA, ACCA, AFP, etc., financial related professional qualifications.
Strong sense of responsibility, stress resistance, and customer service awareness, able to work efficiently in a multitasking environment.
Proficient in using office software and financial planning tools, with good data processing and report writing skills.
Adhere to professional ethics, emphasize compliance operations, and have good professional ethics and confidentiality awareness.