Advisor
Taux horaire: membres seulement
Disponibilité: membres seulement
Disponibilité à voyager: À la maison
Statut professionnel: Employeur
Dernière mise à jour: 15 avr. 2025
Expérience de travail totale:
Connaissances linguistiques: Anglais, Mandarin,
Sommaire professionel
• Proactively build and expand a personal market through networking, referrals, and community engagement. • Book and conduct client meetings to provide financial services and personalized advice. • Assist clients in achieving long-term financial goals through tailored investment and insurance strategies. • Utilize tax-efficient solutions to maximize clients’ wealth and retirement outcomes. • Organize and host public events to increase brand visibility and foster trust in the community. • Provide expert guidance to a diverse clientele, including young professionals, families, and entrepreneurs, by identifying their unique financial needs and goals.
Connaissances linguistiques
Anglais
Fluide
Mandarin
Langue maternelle