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工作机会 - (高级)财富顾问/IFA

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发表于 2013-12-29 17:41:37 | 显示全部楼层 |阅读模式

(Senior) Wealth Adviser / IFA

 

A Hong Kong-headquartered and Hong Kong Stock Exchange-listed international management and consultancy firm, aims to become a good example and standard in personal financial planning and corporate financial consulting industry, and is devoted to improve service quality through professionalism. We have established our foothold in China’s major cities, equipping with extensive experience, expertise and exposure in the industry.

 

We are now inviting high calibre candidates to join us for the above posts. If you think you have the following characters and competencies, and would like to build wealth and success not just for clients and their families, but also for yourself, please apply!

 

Job Description

·         To provide integrated and one-stop comprehensive personal financial planning and corporate financial consulting services

·         To serve clients with tailor-made plans and life-long stewardship mindset

·         To develop close relationship with clients and review their financial portfolios periodically

·         Work location: Futian CBD, Shenzhen (with travel to Hong Kong)

 

We Offer

·         Comprehensive financial and professional services worldwide

·         Team-based mentorship and service providers’ training

·         Opportunities with growth of the Company, Qianhai and the rising industry

·         Training towards professional qualifications

·         Fast track team leading programme

·         Hong Kong immigration and employment opportunities

·         Pre-IPO share incentive scheme in 2014 and 2015

 

Requirement

·         Bachelor’s degree or above in financial or economic field is preferred

·         Relevant experience in financial services or 1 year client-facing practice is an advantage, but NOT essential

·         Fresh graduates will also be considered

·         High ethical standards

·         Caring with top priorities for clients

·         Entrepreneurship and vision minded

·         Positive, self-motivated, eager to learn and drive to succeed

·         Good communication and interpersonal skills

 

Applications can be made to Mr Liyun Jin at jinancial@gmail.com
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