PERSONAL WEALTH PLANNER

Job conditions

Allowances: TBD

Annual leave: TBD

Benefits: TBD

Holidays: TBD

Probation: TBD

Job Type: Permanent

Working Days: Monday - Friday

Working Hours: 9 am - 6 pm

Skills and Requirements

Requirements:

Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, any field.

Fresh Graduates with strong interest in wealth management are encourage to apply

A good understanding and knowledge of the banking and wealth management products

Banking licensing would be added advantage i.e. PCE/TBE/CEILI/FIMM

Contract position(s) available.

Required language(s): Mandarin, English

Job Responsibilities

Responsibilities:

Analyze clients financial statuses.

Examine and suggest financial opportunities.

Develop sound plans and budgets for clients.

Customize financial plans according to clients changing needs.

Help clients implement their plans and carry out transactions.

Present and sell suitable financial products and services.

Find and approach prospective clients.

Build strong relationships to retain existing clients.

Maintain updated knowledge of regulations, practices and financial products.

de infinity group

Company Overview

De Infinity Group is a wealth management firm that provides financial solutions and risk management services to individuals, commercial and industrial corporations.

We provide customers with variety of best-in-class financial products and services from a selected range of valued partners.

Our products and services include:

· Life Protection Planning and execution;

· Wealth creation, accumulation and preservation to individuals and companies;

· Education and retirement planning;

· Medical and employee benefits to individuals and corporate entity.

We are committed to maintaining excellence in all our businesses and establishing firm relationship of mutual trust and understanding with our clients. We believe in values of Trust, Honesty, Integrity and Hard work.

Job conditions

Skills and Requirements

Job Responsibilities

de infinity group

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