The Haider Family Office Limited
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Investment Consultancy Trainee
The Haider Family Office Limited (尖沙咀)
$20,000-$29,999/月1天前
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Investment Consultancy Trainee


尖沙咀
0年工作经验
$20,000-$29,999/月

职位描述

We Cordially Invite You To Join Our Family.
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(1) We offer:

  • Professional training program encompassing mentorship support and leadership workshops;
  • Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;
  • Fast-track advancement opportunities to Management Level;
  • Free overseas travel;
  • Flexible working hours;
  • Work-life balance opportunity.

(2) This position requires providing comprehensive financial and investment advice to clients, including:

  • Analyzing and monitoring clients asset portfolios;
  • Providing comprehensive financial advice and solutions to clients;
  • Understanding market trends, managing clients investment portfolios, and balancing risks;
  • Establishing long-term financial principles to ensure financial stability and long-term development;
  • Providing relevant additional services to give clients a thoughtful experience and support;
  • Improving knowledge and skills to maintain top-notch financial advice and support services.

(3) You will need:

  • Good communication and interpersonal skills to build long-term relationships with clients;
  • Empathy and quick thinking skills to provide comprehensive solutions;
  • Time management and organizational skills to effectively handle multiple tasks simultaneously.

(4) The following qualifications are preferred:

  • Relevant academic backgrounds, such as global finance, financial planning, etc.;
  • Relevant experience, such as banking or consulting;
  • Relevant licenses, such as securities or insurance licenses.

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THE HAIDER is one of the exceptional teams within FWD Financial Planning Limited. We attained a remarkable performance of achieving 90% MDRT or higher every year.

We are a dynamic and ambitious group, committed to providing professional and personalized family wealth management services. We take pride in our team, with over 80% of our members holding master's degrees or higher qualifications. We also prioritize continuous professional development for our team.

At THE HAIDER, we place great emphasis on making a positive impact in the community. We actively participate in youngster financial education and support family growth.

 


工作种类
工作地区 尖沙咀

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The Haider Family Office Limited