Job ref no.: CT3130416-01#0003
Frontier Financial Advisory Services Limited

Investment advisor

Frontier Financial Advisory Services Limited

Job Descriptions

  • Handle business planning and reporting needs on a monthly, quarterly and annual basis
  • Responsible for annual and periodic planning, forecasting and budgeting processes
  • Prepare PowerPoint presentations for investment decisions
  • Understand customer needs and recommend tailor-made financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
  • Provide comprehensive and professional financial services
  • Offer proactive and personalized financial services of the company to the customers

Requirement

  • HKCEE/ HKDSE/ Diploma/ Associate Degree/ Higher Diploma/ Bachelor’s Degree
  • Good communication and interpersonal skills
  • Fluency in Cantonese, English and Mandarin

Benefits

  • Comprehensive on-the-job training (product expertise, customer follow-up and management skills)
  • Flexible working hours, Achieve work-life balance
  • Group medical insurance
  • Industry renewal rewards can be invited to participate in overseas travel and conferences for free 

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More job information
Job ref no. CT3130416-01#0003
Salary
Job Function
Industry
Location
  • Kowloon Bay
Employment Term
  • Full-time
Experience
    N/A
Career Level
  • Entry level
Education
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
Benefits
  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Flexible working hours
  • Insurance plan
  • Medical plan
  • … + 2 more