Provide comprehensive wealth management advice to all customers, including personal and corporate customers. Our services are of equal value to each customer.
• Provide tailor-made financial planning, build a diversified investment portfolio, and maximize customer benefits through a series of investment tools.
Team culture:
Our team emphasizes collaboration and contribution. Guidance for new members will help you quickly enhance yourself. Regardless of your background, we will help you enhance your current skills, making you competitive in the business field and achieving multiple milestones in your career, opening up a brand new career prospect for you.
• We focus on financial consulting and private client services, including asset allocation, wealth inheritance, private trusts, investment, and retirement plan design for high net worth individuals and their families.
• We are one of the few companies that provide a digital platform to promote colleague self-improvement and career development opportunities.
Benefits and remuneration:
• Flexible working hours
• Social activities and team building
• Provide pre- and on-the-job continuous training, including license courses, exams, career development courses, and professional interpersonal communication skills training
• Group medical benefits
• Rapid promotion opportunities, providing a one-year manager promotion plan
• Qualified individuals may be invited to participate in a luxurious overseas trip arranged by the company
• High Talent Pass/Outstanding Talent/IANG visa renewal service
