Financial Consultant 理財顧問(歡迎畢業生)
職位亮點
職位描述
About Us:
PM Honor is a Hong Kong wealth management and financial planning company was founded in 2012.
We are seeking talented individuals to take up an exciting role as a Financial Consultant. In this Full-Time position, you will be responsible for assisting clients in achieving their financial goals by providing comprehensive financial advice. If you have a passion for finance and a desire to help others succeed, we want to hear from you!
What You Will Be Doing:
- Conducting in-depth client needs analysis to understand their financial situation, goals, and risk profile.
- Researching and recommending appropriate financial products and services to meet client needs.
- Preparing detailed financial plans and proposals for clients.
- Building and maintaining long-term relationships with clients through excellent customer service.
- Staying up to date with market trends, regulations, and new financial products.
- Achieving individual and team sales targets.
What We Are Looking For:
- Bachelor's degree or higher; fresh graduates without relevant experience are welcome.
- Cheerful demeanor and strong interpersonal skills to build long-lasting relationships with clients.
- Strong analytical and problem-solving abilities to provide personalized financial solutions.
- High passion for the financial industry and various financial vehicles.
- Entrepreneurial mindset and self-motivation to thrive in a dynamic, target-driven environment.
- Tech-savvy with advanced self-learning skills.
- Proficiency in English, Cantonese, and Mandarin.
What We Offer:
We are committed to providing our employees with opportunities for professional and personal growth. We offer competitive remuneration, comprehensive training and development programs, and a supportive, collaborative work environment. Join us and be a part of our exciting journey!
If you have any questions, please feel free to contact us +852 3101 6502 during office hours.
Office Address: 23/F, 633 King's Road, Quarry Bay, Hong Kong
Opening Hours: Monday - Friday 10:00 - 17:30
工作種類 | |
工作地區 | Not Specified |