Financial planning

<b>I. Job Overview</b><br><br><div><br></div><div><b>II. Main responsibilities</b><br>1. Customer needs analysis and financial diagnosis<br> - Collect customer financial data (income, debt, assets, risk tolerance, etc.) through interviews, questionnaires, etc.<br> - Diagnose existing financial problems, identify potential risks (such as insufficient liquidity, lack of protection).<br><br>2. Customized financial planning<br> - Design asset allocation strategies that combine customer goals (home purchase, education, retirement, etc.), balancing risk and return. <br> - Provide insurance planning, debt management, etc. professional advice to ensure compliance with the plan. <br><br>3. MPF portfolio management<br> - Regularly review investment performance and provide transparent profit reports and strategy optimization advice to customers. <br><br>4. Customer relationship building<br> - Build long-term trust relationships, regularly update financial plans to match customer dynamic needs. <br> - Popularize financial knowledge, enhance customers’ financial literacy and risk awareness. <br><br></div><div><b>Three. Entry Requirements</b><br>1. Education background and qualifications</div><div>- Graduation from secondary five (with a pass in Chinese mathematics or English mathematics)<br> - University graduates<br>- Just entering university can also become Inter</div><div><br></div><div>2. Work experience</div><div>- No work experience is necessary, as companies and groups can deepen their knowledge through internal training<br><br>3. Core competencies<br><br> - Analyze and make decisions: able to quickly integrate complex information and propose implementable solutions. <br> - Stress resistance: Adapt to high-stress work rhythms, and flexibly respond to market fluctuations and customer pressure. <br><br>4. Professional ethics<br><br> - Continuous learning of industry knowledge, attention to policy changes</div><div><br></div><div><b>IV. Position highlights</b><br>- Promotion path: Clearly define the promotion path (junior → senior → team leader → regional director).<br>- Income mechanism: base salary + commission + monthly bonuses + year-end bonuses + Override (managerial level and above), with no upper limit on annual salary (depending on your effort).<br><br><br></div>