Advisor
Hourly rate: members only
Availability: members only
Willingness to travel: At home
Professional status: Employer
Last updated: Apr 15, 2025
Total work experience:
Language skills: English, Chinese,
Personal summary
• 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.
Language skills
English
Fluent knowledge
Chinese
Native speaker