About the role
FinEx AI summary
Provide comprehensive wealth management advisory services to Hong Kong and Mainland China clients, covering risk, wealth, investment, retirement, estate, and tax planning. Also deliver corporate solutions such as MPF, group life and health, and general insurance. Develop Greater Bay Area market through talks, seminars, and exhibitions with professionals.
Core skills
Wealth ManagementRisk ManagementWealth PlanningInvestment PlanningRetirement PlanningEstate Planning