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Financial Consultant 理財顧問 (歡迎無經驗人士/在港畢業生/轉職人士)

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Financial Consultant 理財顧問 (歡迎無經驗人士/在港畢業生/轉職人士)

Reborn Alliance Group Limited
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Job Highlights

  • 香港永久居民 / 持單程證 / 持IANG簽證 / 受養人簽證人士
  • ⁠全面在職培訓及專業提升課程
  • 提供快捷晉升通道

Key Responsibilities And Duties:

  • Tailors Investment Strategies for Clients, Identifying Objectives and Constraints

  • Learns Team Management through Utilizing the Full Capabilities of the Organization

  • Reviews Client Information, including Financial Statements & Risk Investment Profile

  • Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards

  • Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services

  • Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management

 

Benefits:

  • Client Base provided

  • Quarterly Bonus and Year End Bonus

  • Initial training and On-Job training provided

  • Transparent Career Path to Management Level

  • Life and Medical Insurance

We offer attractive benefits packages and excellent career development opportunities.

 

More Information

Salary
25,000 - 90,000 / month
Benefit
  • 5-day week
  • Additional subsidies
  • Birthday leave
  • Competitive pay
Job Function
Location
  • Ngau Tau Kok
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Middle management level
Education
  • Degree
Require to Travel
  • Travel occasionally
Overview

Reborn是一家專注於為高淨值客戶提供全方位財富管理與傳承解決方案的金融服務公司。我們以專業、定制化和私密性為核心,致力於幫助客戶實現資產增值、風險規避與家族財富的永續傳承。

專業團隊,卓越服務
Reborn匯聚了來自金融、法律、稅務等領域的資深專家與業界精英,團隊成員均擁有頂尖學府背景及超過20年的行業經驗。憑藉深厚的專業知識與廣泛的全球資源網絡,我們能夠精準洞察市場動態,為客戶量身定制涵蓋稅務優化、遺產規劃、資產配置及家族信託、海外升學等多元化服務,確保每一份方案都貼合客戶的獨特需求與長遠目標。

以客戶為中心,守護財富未來
我們深知高淨值人群對隱私、安全與個性化服務的重視,因此始終以客戶利益為先,通過嚴謹的分析與創新的金融工具,助力財富穩健增長與跨代傳承。在Reborn,客戶不僅是合作夥伴,更是我們長期價值共創的同行者。

立足當下,遠見未來——Reborn與您攜手,成就財富的歷久彌新。

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