Provide clients with wealth management, insurance, retirement and investment advice and services
Recruit, build and manage your team in business and sales
Stay up-to-date with latest market trends, products and news
Responsibilities
Provide financial planning support to clients
Provide clients with wealth management, insurance, retirement and investment advice and services
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree or above is preferred
Fresh graduates and IANG applicants are welcomed
Strong understanding of the investment business
Proficiency in spoken and written Chinese and English
Excellent communication and interpersonal skills