Investment & Portfolio Advisor

Fran & Wen Profit; Hong Kong; Presencial; HKD 300.000 - 600.000; Jornada completa

Descripción de la vacante

Fran & Wen Profit is seeking a financial services professional in Hong Kong to analyze client needs and contribute to innovative financial solutions. The role provides comprehensive investment advice, portfolio monitoring, and asset management, with opportunities to foster long-term relationships with executives.

The ideal candidate is fluent in Chinese and English, a self-motivator who excels under pressure, and open to a team-oriented environment. Fresh graduates are welcome to apply.

Formación

• Hong Kong citizens and work permit holder.
• University graduate in any discipline or higher diploma.
• Fresh graduates are welcome.
• Self-motivated, independent, with excellent presentation skills and agility to work effectively under pressure.
• Fluent in Chinese and English.
• Outgoing and willing to work in a team-oriented atmosphere.
• Energetic and willing to learn.

Responsabilidades

• Analyze client needs and contribute to innovative solutions and concepts.
• Provide comprehensive financial and investment advice to clients.
• Identify and recommend high profitable segments.
• Monitor and review investment portfolios.
• Fund transfer.
• Assets management.
• Maintain and develop trusted, long-term relationships with key client contacts and executives.

Educación

University graduate in any discipline or higher diploma

Descripción del empleo

Fran & Wen Profit is seeking a financial services professional in Hong Kong to analyze client needs and contribute to innovative financial solutions. The role provides comprehensive investment advice, portfolio monitoring, and asset management, with opportunities to foster long-term relationships with executives.

The ideal candidate is fluent in Chinese and English, a self-motivator who excels under pressure, and open to a team-oriented environment. Fresh graduates are welcome to apply.