← All roles

AXA China Region Insurance Company Limited

Financial Consultant 理財顧問

Tsim Sha Tsui, Yau Tsim Mong DistrictFinance

About the role

FinEx AI summary

Financial consultant role focused on personal wealth management and financial services, tailoring investment strategies and reviewing client financial information and risk profiles. Involves client relationship management, liquidity management and exposure to team management, with a client base, training and a transparent path to management.

Core skills

wealth managementinvestment strategiesfinancial servicesclient relationship managementrisk profilingteam management

Similar roles

More live opportunities matched by discipline and skills.

Explore all roles →