Responsibilities:
Discuss and evaluate the financial and investment needs of each client
Analyze the client’s current financial situation
Formulate plans for the client to create, accumulate and conserve assets
Provide professional advice on various financial products and services, including investment, insurance, mortgage and retirement planning
Provide the latest market information and after sales service to meet clients’ needs
Requirement:
2 years working experience in business development and customer relationship management
Undergraduate or postgraduate, preferably in finance, economics, marketing and accounting major
Good communication skills in Mandarin and English with an analytical mind
Outgoing, independent and able to work under pressure