Role Summary A professional financial consulting role focused on serving high-net-worth clients in Hong Kong, providing comprehensive financial services and strategic investment advice.
Key Responsibilities - Achieve performance targets by delivering professional financial consultation to high-net-worth clients
- Expand local customer base through targeted market activities and effective customer screening
- Conduct comprehensive analysis of investment and financial management needs for high-net-worth individuals, wealthy families, and large institutions
- Provide holistic professional services covering investment, wealth inheritance, immigration, taxation, legal affairs, education, and global real estate
Required Qualifications - Minimum 3 years of experience in financial sales
- Background in finance preferred
- Strong understanding of macro market and financial products
- Bachelor's degree or higher
- Fluency in Mandarin, Cantonese, and English
Preferred Qualifications - HKS I/ Hong Kong 1, 4 and 9 licenses