About the role
FinEx AI summary
Full-time on-site Financial Advisor in Hong Kong providing financial and insurance advisory services to individual and corporate clients. Responsibilities include needs assessments, tailored financial plans, product recommendations, policy reviews, record-keeping and regulatory compliance. The role involves building long-term client relationships and ongoing training.
Core skills
Financial PlanningInsurance AdvisoryInvestment ProductsClient Needs AssessmentPolicy ReviewRegulatory Compliance