Key Responsibilities: Conduct in-depth market research and financial analysis to identify investment opportunities and support key business objectives Assess clients' financial needs, risk tolerance, and investment objectives to provide tailored advice Design and develop comprehensive wealth management plans, including investment strategies, retirement planning, and estate planning solutions Analyze market trends and developments to generate innovative marketing strategies that drive business growth and client acquisition Prepare and present regular performance reports to clients, summarizing portfolio performance and strategy effectiveness Ad hoc duties are required Job Requirements: Bachelor's degree or above in business, economics, finance, or a related field.
At least 1-2 years of professional experience in finance, banking, sales, or a transferable industry; candidates seeking a career change with relevant skills (e.g., analytical, client-facing, or strategic roles) are highly encouraged to apply.
Strong analytical skills with the ability to interpret financial data and develop actionable insights; Excellent interpersonal and communication skills, fluent in English and Chinese; fluent in Mandarin is a plus Strong willingness to learn and self-motivated individuals; Ability to collaborate effectively with team members Must be eligible to work in Hong Kong.
