Financial Planning Manager 財務策劃經理

Responsibilities:

·Focus on the Mainland China market.

• Plan and participate in various types of promotional activities.
• Build and manage a professional financial planning team.
• Provide professional financial advisory services to clients.
• Expand new client relationships, including wealth inheritance, corporate succession, and estate planning.
• Offer wealth protection and growth strategies for Mainland Chinese clients and those with Mainland backgrounds residing in Hong Kong.

This includes advice on insurance, retirement planning, offshore trusts, global fund investments, overseas property purchases, etc.

• Maintain good communication with clients and handle insurance claims and financial planning services promptly.
• Collaborate with the team and platform resources to jointly expand the Mainland China client base and cooperative network.
• Continuously learn about wealth management to provide clients with the latest market information.
• Engage in personal interests and hobbies for ongoing self-improvement.

Requirements:

• Must possess relevant qualifications/certification (e.g., insurance license).

Information :

• Company : OfferToday HK
• Position : Financial Planning Manager 財務策劃經理
• Location : Hong Kong
• Country : HK