Senior Financial Planner

Job Responsibilities

• Establish and maintain long-term solid professional relationships with customers, and deeply understand their financial situation and needs
• Design and provide tailor-made wealth management solutions based on customers’ personal and family financial goals
• Provide retirement planning and MPF management services to help customers achieve financial independence in their later years
• Comprehensive financial arrangements covering inheritance, ensuring wealth is smoothly transferred to the next generation

Work requirements

• Have a Hong Kong Diploma of Secondary Education Examination or Secondary School Entrance Examination with five subjects, including Chinese, English, and Mathematics
• At least five years of financial services or financial planning related work experience
• 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 preferred