Financial Planner

4 Job Postings

2024-07-18 - 2024-10-18
Responsibility Job Growth Skills Requirement Skills Distribution Statistics

Responsibility

The common responsibilities for this position include developing financial planning strategies for clients, approaching potential customers, delivering financial services and advice, maintaining customer relationships, and managing investments. Additionally, the role involves understanding market regulations, utilizing team and company resources to achieve sales targets, staying updated on market trends, expanding the client base in Hong Kong and mainland China markets, and enhancing professional image through self-media platform building. The responsibilities also encompass understanding the company's latest products or services, providing professional customer service, and participating in courses or professional qualification exams arranged by the company.

Job Growth

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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.

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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.

Interpersonal SkillsChinese
N/A
N/A
Wealth ManagementCommunicationAnalytical SkillsProblem-solvingEnglish

Statistics

Types of companies in the sector that have advertised a position

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Education level required as indicated

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Fields of study of the positions advertised by employers

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Employment Mode of the positions advertised by employers

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Employment Type of the positions advertised by employers

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