Responsibilities:
- Proactively identify and approach prospective clients (individuals and businesses)
- Conduct in-depth financial needs analysis and deliver customized advisory solutions
- Build, maintain, and expand a personal client portfolio through regular meetings and relationship management
- Present financial planning strategies covering savings, investments, protection, retirement, and estate planning
- Participate in ongoing professional training to achieve industry-recognized certifications
- Work closely with senior advisers and managers to refine your client engagement and sales techniques
- Deliver consistent high-quality service and become a trusted adviser to your clients
Requirements:
- Bachelor’s degree holder or above (all disciplines welcomed)
- • Results-driven, self-motivated, with a passion for sales and relationship building
- • Excellent communication, negotiation, and interpersonal skills
- • Fluent in Chinese and English (additional language skills are a plus)
- • Professional, ethical, and committed to long-term career development
Benefits:
- Full frontline training including client acquisition strategies, product knowledge, and soft skills coaching
- Fast-track career path: Trainee → Associate Consultant → Senior Consultant → Partner
- Competitive basic allowance + attractive commission structure + performance bonuses
- Sponsorship for industry licenses and certifications
- Opportunity to build your own brand and client base under an established IFA platform
Dynamic, inspiring work environment with regional and international business opportunities
We are a leading independent financial advisory firm committed to empowering individuals and businesses with comprehensive and impartial financial solutions. With our client-first philosophy, robust platform, and international network, we are reshaping how people achieve financial success.