Financial Planning Manager
Snaphunt
Hong Kong, Hong Kong
12小时前

The Offer

  • Work in a company with a solid track record of performance
  • Flexible working options
  • Attractive Salary & Benefits
  • The Job

    Key responsibilities areas :

  • Assess and determine client’s financial objectives, risk tolerance, income, expenses and assets
  • Offer strategic advice on financial services, such as investments, insurance coverage and debt management tools
  • Perform market research to stay current with financial trends
  • Prepare financial documents, such as income projections and investment reports
  • Maintain compliance with all rules and regulations in the financial industry
  • Key Competencies :

  • Higher Diploma / Associate degree or above. University graduates are more preferred
  • At least 1 year working experience in any sector
  • Proactive, inquisitive, passionate, and good at communication and interpersonal relationships
  • Interested in pursuing a career in the banking & finance sector
  • We provide on-the-job training and support
  • The Employer

    We are hiring for a company which is a one-stop personal finance service provider. Their services include but not limited to investment management, retirement planning, tax planning, risk management, and succession, etc.

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