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
岗位职责：
通过为高净值客户提供专业的理财咨询与全方位的综合金融服务以达
成业绩目标
- 通过香港本地市场活动等渠道拓展香港本地新客户，筛选有效客户，与客户建立深度链接，提升客户转化率
- 通过对客户（高净值个人、财富家族、大型机构）的综合投资理财需求分析，以帮助客户制定资产配罝方案并提供投资建议
- 持续的跟进与服务，为客户不断提供专业的投资、财富传承、移民、税务、法务、教育、全球置业等全方位的综合服务，保持与客户长期的良好关系
任职要求:
- 至少有3 年以上金融销售经验者佳
- 金融专业学历背景者佳
- 对宏观市场、产品具有相当的专业度
- 拥有学士及以上学位，性格开朗，沟通能力强，熟练使用普通话、粤
- 语及英语
- 拥有HKS I/ 香港1、4、9 牌照优先