- Join a dynamic and collaborative team offering exceptional career advancement opportunities and a strong emphasis on continuous personal development.
- Provide comprehensive support in financial planning initiatives, assisting clients in achieving their financial objectives.
- Engage in structured company training programs designed to enhance both technical proficiency and productivity.
- Conduct in-depth analysis of prevailing market trends and emerging issues within the financial planning landscape across various sectors.
- Partner with senior advisors to effectively communicate and implement tailored financial strategies for clients.
Job Requirements-Relationship Management : Proven ability to establish and nurture strategic relationships with partners, agents, and clients, cultivating a robust and sustainable customer network.
-Financial Analysis & Reporting : Strong capability in conducting financial assessments, including portfolio analysis, risk management, and investment strategies.
-Market Awareness : In-depth understanding of the local financial market, including regulatory changes, emerging financial products, and market trends.
-Communication & Advisory Skills : Exceptional verbal and written communication skills, with the ability to deliver clear, concise, and actionable financial advice tailored to clients' needs.
-Problem-Solving : Ability to identify and resolve complex financial challenges through innovative solutions and strategic planning.
-Compliance & Risk Management : Thorough understanding of industry regulations and compliance standards, ensuring all financial planning activities adhere to legal and ethical guidelines.
-Client-Centric Approach : Strong interpersonal skills with a client-focused mindset, demonstrating empathy and a commitment to providing high-quality service and support.
-Project Management : Excellent organizational skills with the ability to manage multiple financial planning projects, prioritize tasks effectively, and meet deadlines.
-Fluency in English and Mandarin : Proficiency in both English and Mandarin, enabling effective communication and relationship-building with a diverse client base, particularly Mandarin-speaking clients.
-Continuous Learning & Adaptability : A proactive attitude toward professional development, with a keen interest in staying updated on new financial products, tools, and industry innovations.
-Teamwork & Independence : A collaborative team-oriented mindset, coupled with the ability to work autonomously and manage responsibilities with minimal supervision.#J-18808-Ljbffr