The common responsibilities for this position include providing professional financial services to clients, such as wealth management, investment planning, retirement planning, risk management, estate planning, and PRC business planning. The role involves managing teams by developing strategies, recruiting, and sharing marketing strategies. Additionally, it requires participating in daily meetings, maintaining client relationships, searching for new business opportunities, and assisting with ad-hoc tasks as assigned. Trainees will also learn and practice management skills, assist in organizing business activities, and provide after-sales services while focusing on self-improvement through achieving professional designations and enhancing financial knowledge and communication skills.
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.
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.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers