Financial Consulant/Wealth Management Consulant (Welcome IANG/優才/專才)

Key Responsibilities *Provides Financial Strategies for Clients, Identifies Objectives and Constraints * Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills * Conducts Investment Research and Stays Informed of Developments in the Growing Insurance Industry * Grows Book of Business through Identifying Value-Added Services for Clients Combining the Respective Areas Expertise * Learns Relationship Management and Communication Techniques through Utilizing the Full Capabilities of the Organization * Participates in Ongoing Training and Development Sessions * Assess client's financial situations by conducting financial needs analysis * Analyse and