About the role
FinEx AI summary
Promote wealth appreciation, protection, retirement and inheritance solutions, and keep abreast of medical services, asset knowledge, economic conditions and policies. Build marketing presence through networks and media to reach target clients and connect professional service networks. Requires HKCEE/DSE five subjects at grade E/level 2 or above including Chinese/English and Mathematics, or a university degree.
Core skills
InsuranceRetirement PlanningWealth ProtectionWealth ManagementFinancial PlanningClient Relationship Management