Financial Consultant
Job Summary
该职位负责为个人、家庭及企业提供专业的财务咨询与现金流解决方案。候选人需通过关系管理开发并维护客户，同时跟进市场动态与产品信息。我们寻找具备目标导向与自我驱动力的专业人士，以实现财务规划目标。
Responsibilities
- 为客户提供财务咨询与解决方案
- 定制现金流及企业市场方案
- 客户开发与维护
- 跟踪市场趋势与产品信息
Required Skills
- 金融/商科背景优先
- 具备销售潜能与沟通能力
- 目标导向与自我驱动
- 愿意考取PCEIA/LIAM认证
Job Details
核心职责：
- 为个人和家庭提供专业的财务咨询与解决方案
- 量身定制现金流解决方案
- 提供企业市场解决方案
- 开发新客户，维护老客户关系
- 跟进市场动态与产品信息
Key Responsibilities:
- Provide personal and family a professional financial consultation
- Tailored make cashflow solutions
- Provide co-operate market solutions
- Acquire & retain clients through relationship management
- Stay updated on market trends & products
任职要求：
- 金融/商科相关学历优先，其他专业有兴趣也欢迎
- 有销售经验优先，应届毕业生有冲劲亦可
- 持PCEIA/LIAM等认证优先，尚无执照者须在入职后愿意考取所需资格
- 沟通能力强、自我驱动、目标导向、诚信专业
Requirements:
- Prefers Degree in Finance/Business or related (other fields welcome if interested)
- Sales experience preferred, fresh grads with drive encouraged
- Relevant certifications (PCEIA/LIAM) is a plus; Unlicensed candidates must be willing to obtain necessary licenses upon hiring
- Strong communicator, self-motivated, goal-driven, high integrity