主要為客人提供投資理財，風險管理，強制金，個人壽險，意外及醫療保險計劃等之服務。與客戶保持良好溝通，為客人提供理賠及財務策劃之服務


It mainly provides clients with services such as investment and wealth management, risk management, MPF, personal life insurance, accidents and medical insurance plans. Maintain good communication with customers and provide customers with claims and financial planning service