Giving the most ideal advice to a client depending on his short or long term financial goal
Considering the clients financial needs and giving him the best possible advice depending on his financial situation
Discussing and evaluating the financial and investment needs of each client
Offering the best possible asset management advice
Advising clients on how best they can fund specific projects they would like to undertake
Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved
Job Requirement (Shenzhen & Hong Kong)
Shenzhen residence and able to travel to HK every week; multiple HK visa holder;
Diploma or Degree holder with at least one year working Experience in Sales Customer Services,Banking,Investment,Insurance field; or fresh graduates studied abroad;
Ability to think laterally and multi-task
Good presentation and communication skills
Good command of English, Cantonese and Mandarin (both written and Spoken)
Responsible, detail-minded with proven problem-solving skills
Excellent customer service and telephone manner, able to work under pressure.
Self-motivated and good team player; hardworking and independent
年龄: 36
