Financial Consultant

by Angela Suen in Insurance/Pension funding    16th Aug, 2019    HKD 1k - HKD 1k    Tsim Sha Tsui

Financial Consultant

Introduction:

Our client is one of the largest independently-owned financial advisory firms in Asia.

Responsibilities:

  • Conduct sales activities and present suitable solutions based on customer needs
  • Achieve specified sales performance
  • Handle customer inquiries and resolve in timely and professional manner
  • Ensure the selling processes are in compliance with the company’s policies and all applicable regulatory guidelines

Requirements:

  • University degree graduates preferred but not necessary
  • CFP, CPA and CFA will be an advantage
  • Good in oral and writing skills of English, Mandarin and Cantonese
  • Sales experience in insurance will be an advantage, but not a must

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