Wealth Management Trainee
20K~50K
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香港财富咨询顾问区域有限公司
香港财富咨询顾问区域有限公司
投递简历
投递简历
岗位职责：
We Cordially Invite You To Join Our Family. - - - - - - - - - - - - - - - - - - - - (1) We offer: Provide comprehensive On-job Training to become a Professional Financial Planner; Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus; Fast-track Promotion Program to Management Level; Continuous Learning Sponsorship; Free overseas travel; Flexible working hours; Work-life balance opportunity. (2) This position requires providing comprehensive financial advice and solutions to families, including: Analyzing financial situations and providing comprehensive financial advice and solutions; Understanding market trends, managing family investment portfolios, and balancing risks; Establishing long-term financial principles to ensure financial stability and long-term development; Providing relevant additional services to give family a thoughtful experience and support; Improving knowledge and skills to maintain top-notch financial advice and support services. (3) You will need: Good communication and interpersonal skills to build long-term relationships with clients; Empathy and quick thinking skills to provide comprehensive solutions; Time management and organizational skills to effectively handle multiple tasks simultaneously. (4) The following qualifications are preferred: Relevant academic backgrounds, such as global finance, financial planning, etc.; Relevant experience, such as banking or consulting; Relevant licenses, such as securities or insurance licenses.
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企业营业执照已通过 平台认证
以上资料仅供参考，请求职者 规避求职风险
