Our client is one of the most successful wealth management team in Hong Kong who specializes in providing legal inheritance planning and financial product solutions for their clients.

Responsibilities

• Provide legal inheritance planning for retirees over 60 years old.
• ⁠Develop and implement legal inheritance planning to meet the needs of clients.
• Provide clients with high-level of financial advices and services.
• ⁠Keep up-to-date with industry trends and regulatory requirements.
• Address clients' needs and concerns through face-to-face or phone communications.
• ⁠Collaborate with the team to improve efficiency and achieve goals.
• Build long-term relationships with clients and explore new business opportunities.
• Maintains client confidentiality.

Requirements

• Good Command of English and Mandarin, with fluent Cantonese.
• Excellent communication and interpersonal skills.
• ⁠Strong analytical and problem-solving skills.
• At least five grades pass in HKCEE/ HKDSE, including Chinese/ English and Mathematics. 
• ⁠Able to establish long-term relationships with clients and explore new business opportunities.
• ⁠Knowledge of financial planning and financial product solutions, legal and compliance will be a plus.