Sales and Financial Planning Manager

Jovi Sze Financial Consultant Company·Financial Services

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.
View more
Online Banking
Financial Services
Asset Liability Management
Corporate Finance
FRM
English
Mandarin
Cantonese
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Jovi Sze Financial Consultant Company·HR
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