Job Description:

• Provide all-rounded and professional asset management solutions to clients including asset allocation, investment planning, fund trading and management.
• Match client's needs and market assessment in order to make economic forecast for global market.
• Prepare review report, presentation and any other related documents to update client's portfolio.
• Provide consultant services to clients by researching and analyzing financial market in a achieving their goals.
• Maintain long-term and harmonious relationship with clients by providing professional and comprehensive financial services.
• Collect clients' financial information, prepare proposal, and liaise contract with clients in order to meet their needs.

Requirements:

• Proacive and positive attitude
• Good team players
• Candidates with solid experience in financial industry will be considered in a senior position
• Understanding of Cantonese or Putonghua IS A MUST
• Strong customer service mindset

Company offer:

• 5-day working week
• medical insurance
• Comprehensive orientation and mentorship programs
• Sponsorship for continuous education and professional qualifications (AFP, FRM, CFA, CFP)
• Overseas convention opportunity