1. Professional Financial Services Provision to Clients

• Risk management planning

• Retirement planning, MPF management

• Wealth management & portfolio advices investment planning

• Acquire up-to-date financial knowledge and news

• PRC business & CIES (Capital Investment Entrant Scheme) planning

2. Team Management 

• Manage and further develop relationships with business partners, existing and potential clients

• Attempt planning strategies for constructing team

• Marketing and event planning

• Provide training to new partners