Immigration Financial Investment Advisor

Posted within 3 months
No experience limit
No degree required
9.0 hrs/day, 5 days/wk
HK $20K-40K/Month
Job Highlights
工作弹性,全职兼职均可
多劳多得,回报丰厚
普通话流利,内地经验优先
Job benefits
Discretionary bonus
Flexible working hours
Job Description
Duties:
1. Provide professional immigration financial planning and investment consulting services and asset allocation advice (including study abroad) to high net worth clients based on their background
2. Analyze customer needs, design personalized immigration and financial investment plans, and assist customers in implementing and following up on immigration and financial investment projects
3. Monitor market dynamics and provide the latest economic trends and investment opportunities
4. Have good communication skills and service awareness, and be able to build trust relationships with customers
5. Familiar with immigration investment knowledge and market dynamics, able to provide professional investment advice to customers
6. Have team spirit, be able to collaborate with team members and complete work tasks together

Requirements:

2. Have a valid Hong Kong work visa, IANG, high talent, and outstanding talent
3. Accept inexperienced but outstanding graduates, those with relevant wealth management, private banking, marketing or financial industry work experience are preferred.

Benefits:
1. Flexible work schedule, can accept full-time and part-time
View more
Debt Recovery
Credit Rating
Insurance
Mandarin
Cantonese
English
周胜男
Ku, Jiatao·招聘專員
Company Overview
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