Job Responsibilities 岗位职责

Provide clients with full-spectrum and professional financial advisory services, covering personalised financial planning areas:

为客户提供全方位、专业化的金融顾问服务，涵盖各类个性化理财规划业务：

- Risk Management 风险管理规划

- Wealth Protection 资产保全与保障规划

- Investment Portfolio Management 投资组合配置

- Retirement Planning 退休养老规划

Maintain proactive self-development mindset to continuously upgrade professional competency:

保持主动精进的职业心态，持续提升个人综合专业能力：

- Keep abreast of the latest financial market knowledge, industry trends and market news

实时跟进最新金融知识、行业动态与市场资讯

- Continuously polish interpersonal skills and business communication capabilities

持续精进人际交往与商务沟通能力

Job Requirements 任职要求

- Bachelor’s degree or above in any discipline; fresh graduates are warmly welcomed

本科及以上学历，专业不限，接受应届毕业生

- Candidates with IANG (Immigration Arrangements for Non-local Graduates) status are highly welcome

欢迎持有非本地毕业生留港就业安排（IANG）签证的求职者应聘

- Fluent in spoken and written Cantonese, Mandarin and English (trilingual proficiency)

熟练掌握粤语、普通话、英语三语，听说读写流利

- Goal-driven, diligent, outgoing, self-motivated, energetic and eager to learn

目标感强、勤奋踏实、性格开朗、积极进取、热爱学习

- Prior working experience in banking, financial services or client-facing industries is a definite advantage

拥有银行、金融服务或客户对接相关行业经验者优先考虑