Finacial Wealth Planner

FWD Insurance One Obsidian Branch

HK$2.8-4.2K[月薪]
现场办公 - 馬卡蒂應屆畢業生/學生本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    績效獎金

簡介

  • Assess clients' financial needs and develop personalized wealth management strategies.
  • Provide investment advice and portfolio management tailored to individual goals.
  • Monitor and review client accounts, making adjustments as necessary.
  • Educate clients on financial products and market trends.
  • Build and maintain strong client relationships through regular communication.
  • Ensure compliance with financial regulations and standards.


職位要求

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
  • Experience Level: Fresh graduates or students looking for entry-level positions.
  • Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
  • Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
  • Working Conditions: Office-based with potential travel for client meetings.
  • Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.


communication skills
Preview

Shervin Peji

Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch

活躍於三天內

工作地址

Pacific Star Bldg

發布於 15 May 2025

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