Company Description: A leading international financial services organization, offering a wide range of insurance, wealth management, and asset management solutions to individuals and corporate clients.
• Listen to clients' life stories, including family, career, and dreams, to design tailored financial plans.
• Guide clients with a vision, helping them plan their ideal life 10 years in the future, making financial planning a tool for self-realization.
• Provide in-depth service and build long-term trust-based partnerships with clients, aiming for relationships spanning 5 to 10 years or more.
• Serve 5-8 core clients per month, focusing on quality rather than quantity of service.
• Utilize human-centered financial analysis tools to transform complex data into easy-to-understand life cycle charts for clients.
• Participate in quarterly "psychological counseling communication training" to leverage natural empathy in guiding clients through financial blind spots.
• Choose to specialize in areas such as helping young generations achieve financial independence, restructuring family finances, or promoting ESG investments.
• Offer pro-bono consultation days to provide free financial guidance to underprivileged families.
• Develop and implement unique solutions for each client case, moving beyond mechanical processes.
• Possess a strong belief that financial planning is about helping others live their ideal lives.
• Comfortable with building deep connections rather than superficial transactions.
• Focused on long-term relationships over short-term gains.
• Proficient in using systematic professional tools to support idealistic approaches.
• Demonstrate the ability to gain insight into clients' unspoken concerns from fragmented information.
• Willing to prioritize client suitability over commission, even if it means earning less.
• Believe that true financial freedom empowers individuals to pursue their passions.
• Possess emotional stability and genuineness.
• Exhibit team spirit by encouraging and supporting colleagues.
• Open to writing quarterly personal observation reports on economic trends for clients.
• Capable of translating complex financial formulas into understandable and relatable stories for clients.
• Value client empowerment and the pursuit of dreams as the ultimate measure of success.
• A minimum educational requirement of F.5 with passes in five subjects (including Chinese, English, and Mathematics) is required to be eligible for licensing exams.
• Must be between 25 and 35 years old.
• Possess an optimistic, positive, proactive, and self-motivated attitude.
