Mass-Affluent Financial Advisory Expert

Take charge as a financial planner for mass-affluent clients, utilizing your financial expertise in banking, credit, and investment solutions. Build impactful client relationships while meeting performance goals with passion.

This role as a financial planner requires at least three years of experience and proficiency in Mandarin and/or Cantonese. You will be responsible for providing tailored financial advice and growing a portfolio through dedicated relationship management and networking. Collaboration with service partners will further enhance your business opportunities.

Key Responsibilities:
• Deliver tailored financial advice to clients
• Maintain and grow a mass-affluent portfolio
• Foster relationships with partners and services for referrals

Requirements:
• Must be proficient in Mandarin and/or Cantonese
• Financial Planning Designation (CFP) is essential
• Mutual Funds License (IFIC or CSC) required
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