Junior Client Advisor – Investments & Portfolios

Fran & Wen Profit; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

Fran & Wen Profit in Hong Kong is seeking a Customer Service Representative to analyze client needs and deliver financial guidance. You will build portfolios, advise on investments, and manage transfers while maintaining strong client relationships in a fast-paced environment.

The role welcomes fresh graduates and graduates from any discipline; fluency in Chinese and English is required, with a team-oriented and energetic mindset.

Qualifications

• University graduate in any discipline or higher diploma.
• Fresh graduates are welcome.
• Fluent in Chinese and English.
• Self-motivated, independent with good presentation skills and ability to work under pressure.
• Outgoing and team-oriented with willingness to learn.

Responsibilities

• 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

Education

University graduate or higher diploma

Job description

Fran & Wen Profit in Hong Kong is seeking a Customer Service Representative to analyze client needs and deliver financial guidance. You will build portfolios, advise on investments, and manage transfers while maintaining strong client relationships in a fast-paced environment.

The role welcomes fresh graduates and graduates from any discipline; fluency in Chinese and English is required, with a team-oriented and energetic mindset.