About the role
FinEx AI summary
Full-time hybrid role in Ngau Tau Kok leading a team to deliver financial planning and wealth management services, providing tailored client solutions and mentoring team members. Responsibilities include meeting individual and team sales targets, assisting with client investment portfolios, and analysing financial trends. Requires a bachelor's degree and IIQE or HKSI qualifications preferred.
Core skills
Financial PlanningWealth ManagementTeam LeadershipClient Relationship ManagementInvestment PortfoliosFinancial Analysis