| Description |
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Our client is a global prestigious financial
institution.
To cope with their further expansion, an experienced and
energetic Training professional is being sought in implementing and executing
various learning & development
strategies.
Responsibilities:
- To provide comprehensive financial planning strategies to clients including
risk management, wealth creation, retirement planning
- To develop close relationship with clients and review their financial
portfolios periodically
- Maintain good customer relationships and enlarge the customer base
Requirements:
- University Degree or equivalent
- With a professional recognition, i.e. CPA, CFP, CFA, etc. is certainly an
advantage
- Possess the right attitude and the willingness to learn and accept
challenges
- High ethical standard in form and substance
- Language proficiency in English, Cantonese and/or Putonghua
- Good interpersonal skills
- Able to work independently and professionally in a highly disciplinary
manner
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