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Financial Services Director
2 months ago
Eagle Partners (International) Co., Limited is seeking a highly skilled and experienced professional to join our team as a Financial Services Manager. As a key member of our wealth management team, you will be responsible for providing expert legal inheritance planning and financial product solutions to our clients.
Key Responsibilities:
- Develop and implement comprehensive legal inheritance plans tailored to the needs of retirees over 60 years old.
- Collaborate with clients to understand their financial goals and objectives, and provide personalized advice and services to meet their needs.
- Stay up-to-date with industry trends and regulatory requirements, and ensure that our clients receive the highest level of service and expertise.
- Build and maintain strong relationships with clients, and identify new business opportunities to drive growth and revenue.
- Work closely with our team to achieve our goals and objectives, and contribute to the development of our wealth management business.
Requirements:
- Excellent command of English and Mandarin, with fluent Cantonese.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
- At least five grades pass in HKCEE/ HKDSE, including Chinese/ English and Mathematics.
- Able to work independently and as part of a team, with excellent communication and interpersonal skills.
- Knowledge of financial planning and financial product solutions, legal and compliance will be a plus.
