Financial advisor

Job Responsibilities

• Based on the customer's financial situation, risk tolerance, and life goals, tailor a suitable asset allocation strategy

• Regularly follow up on clients’ investment performance, review and adjust financial plans to respond to market changes and personal demand changes

• Introduce suitable insurance and financial products

• Establish and maintain long-term customer relationships, enhance customer satisfaction and trust, and promote sustained business growth

Work requirements

• Hold a valid Hong Kong Insurance Authority (IA) recognized insurance practitioner qualification, or meet the conditions for obtaining a qualification

• Have good communication and interpersonal skills, be able to clearly explain complex financial concepts to customers of different backgrounds

• Basic knowledge of financial markets, familiar with investment products and economic trends is preferred

• Applicants with a university degree or relevant financial experience will be given priority

Benefits

• Competitive commission system, income directly linked to performance, and broad development space

• Provide comprehensive on-the-job training and professional qualification support to help employees obtain internationally recognized financial planning certificates (such as CFP)

• Enjoy the company's medical insurance plan, covering both outpatient and inpatient services

• Good promotion mechanism, those who perform well can be promoted to team supervisor or regional manager positions

• Assist with visa renewal