Financial Planner

Responsibility

The common responsibilities for this position include developing financial planning strategies for clients, providing financial planning analysis and advice, understanding market regulations, and performing financial research to analyze market trends. Additional duties involve investment management, identifying customers' financial needs, expanding the client base in Hong Kong and mainland China markets, and offering quality client support to Financial Consultants. The role also requires staying updated on market trends, utilizing team and company resources to achieve sales targets, enhancing professional image through self-media platform building, and understanding the company's latest products or services while managing profit and risk.

Job Growth

Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

• Skill Categories
• Specific Skill Sets

Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

• More Than 70%
• More Than 50%
• More Than 30%
• More Than 10%