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Financial Services Manager
3 months ago
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.
