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Greater China Family Financial Specialist (HK Based)

The Haider Family Office Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-09-23
  • Location:Quarry Bay
  • Salary:$30,000 – $44,999 per month
  • Employment Type:Full time
  • Others:Financial Advice & Solution for China Families
    Focus on Greater China Markets
    Welcome TTPS / IANG / Fresh Graduates
  • Job Function:Client  Services  

Job Description

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

  • Provide comprehensive training to become a professional financial planning specialist on Greater China Market;
  • Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;
  • Fast-track promotion program to management level;
  • Free overseas travel;
  • Flexible working hours;
  • Work-life balance opportunity.

 

(2) This position requires providing comprehensive financial advice and solutions to families in Greater China Region, including

  • Analyzing financial situations and providing comprehensive financial advice and solutions;
  • Understanding market trends, managing family investment portfolios, and balancing risks;
  • Establishing long-term financial principles to ensure financial stability and long-term development;
  • Providing relevant additional services to give family 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, consulting, etc.;
  • Relevant licenses, such as securities, insurance licenses, etc.

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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.

Interested parties please send full CV by clicking “Apply Now” button. All information provided by applicants will be treated in strict confidence and used for recruitment purpose only.

Company Info

The Haider Family Office Limited

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