Description

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