Administrative Assistant
HK Apex Financial Planning Company
Key Responsibilities
- Market and develop professional financial services provision to clients
- Provide wealth management & portfolio advice
- Offer global asset allocation
- Conduct investment planning
- Perform retirement planning
- Execute risk management planning
- Handle China business
- Achieve professional destinations (CFPCM, ChFC, RFP, RFC, etc.)
- Acquire up-to-date financial knowledge
- Develop excellent interpersonal and communication skills
Requirements
Education
Bachelor's degree
Experience
6 months cumulative experience
Required Skills
- Self-motivated
- Hardworking
- Willing to learn
- Energetic
- Outgoing
- Good interpersonal skills
- Good communication skills
- Fluent in Mandarin
Benefits
- Dental Insurance
- Life Insurance
- Vision Insurance
- Paid Time Off
- Profit Sharing
- Health Insurance
- Prescription Coverage
- Employee Discounts
- Retirement Savings Plan with Company Match
Original Job Posting: View on Source Website