Personal Financial Consultant: Investments, Insurance

Personal Financial Consultant (Account Opening, Insurance & Investment) Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. What you will be doing Provide high quality one-stop retail...

Financial Consultant For more than two decades, AMG Financial Group has strived and demonstrated unwavering commitment to clients. With our headquarters in Hong Kong, one of the major financial hubs in the world, we have grown to become one of the leading providers of wealth management and financial advisory services in the region. Throughout the years, we...

Join to apply for the (Senior) Personal Financial Consultant role at OCBC . 2 weeks ago Be among the first 25 applicants. Who We Are As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services,...

Company Description: A leading international financial services organization, offering a wide range of insurance, wealth management, and asset management solutions to individuals and corporate clients. Job Description Listen to clients' life stories, including family, career, and dreams, to design tailored financial plans. Guide clients with a vision,...

Overview Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. Responsibilities Provide high quality one-stop retail banking services to retail banking customers Promote a wide range of...

About the role As a Financial Investment Trainee at AIA International Limited, you will have the opportunity to embark on an exciting career in the financial planning industry. This full‑time role is based in North Point, Eastern District, offering you the chance to develop your skills and knowledge in a dynamic and rewarding environment. What you'll be...

Join to apply for the Investment Specialist role at Eddid Financial Eddid Financial, based in Hong Kong, is a comprehensive financial group focused on fintech and advanced AI technologies. Our diverse services span retail and institutional sectors, including fintech, internet finance, wealth management, asset management, investment banking, and virtual...

A leading financial services provider in Hong Kong is seeking a Financial Consultant to meet with clients and assess their financial needs. You will develop customized insurance plans and provide investment advice based on clients' goals. The ideal candidate should have a strong understanding of financial products and excellent communication skills. Join us...

Education & Qualifications University level education is an advantage. HKCEE / HKDSE (at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience. Good communication and interpersonal skills. Good command of Chinese. Key Responsibilities Provides financial strategies for...

Financial Consultant (Welcome experienced/graduates) Build your own career and start your dream!! Our team's motto is "Building Excellence, Creating Miracles" Insurance and wealth management industry is a fast growing industry. Choose the right career to develop is always important. We are a team of professional and experienced managers who can help you...