Hong Kong financial planner

Duties:
Responsible for expanding high net worth customers in the mainland and Hong Kong, building and maintaining long-term customer relationships

Provide comprehensive wealth management consulting to customers (insurance protection, asset allocation, children's education, identity planning, etc.)
Based on the customer's asset situation and goals, develop a personalized investment plan and continuously monitor and optimize it
Leverage tax, legal, medical and other professional resources to provide customers with one-stop solutions
Complete team performance goals, participate in professional training and team collaboration

Requirements:
Bachelor's degree or above, finance/economics/business background preferred

Applicants with wealth management, insurance, finance, consulting, etc. related experience are preferred.
Have good communication skills and customer service awareness
Sense of purpose, strong self-motivation, and willingness to challenge high incomes
Applicants with overseas study or work experience are preferred

Benefits:
Salary structure: base salary + high commission + performance bonus + year-end bonus, with no upper limit on income
Provide system training + mentorship, helping you get up to speed quickly
Excellent performers can be promoted to team leaders or partners