Summary

Job Context

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Job Responsibilities

1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help     of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client                         commitment, ensure client retention and grow revenue for IMMPL Wealth Management while acquiring new           clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine          whether life changes, economic changes, environmental concerns, of financial performance indicate a need for      plan reassessment.
6. Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate     and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for client’s information such as investment                           performance reports, financial document summaries, or income projections.
8. Interact with the various teams within the organization such as Research, Financial Planning, Insurance and             Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed

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Experience Requirements

• 3 - 7 years

Educational Requirements

• Bachelor/Honors

Skills

• Under-graduate degree from a top tier institution with excellent academic record and a strong interest in making a career in finance Strong communication skills (written as well as verbal) and an ability to precisely articulate thoughts Strong analytical bent of mind and quantitative skills Ensure the highest ethical standards and regulatory compliance within the firm

Age

• 24 - 35 Age

Additional Requirements

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Compensation & Other Benefits

• - Mobile Bill , Tour , Medical , Holidays , Performance Bonus
• - Salary Review: Half Yearly

Work place

• Work At Office

Employment Status

• Full Time

Gender

• Male

Job Location

• Hong Kong