Wealth Management Advisor

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We are a financial consultancy offering professional advice on risk management and financial planning including premium financing, retirement planning and investment options. Our mission is to pro...Know more

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RM 2307, 23/F, TOWER 2, GATEWAY, 25 CANTON ROAD, TSIM SHA TSUI,
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-         Assess clients’ financial situations by conducting financial needs analysis

-         Provide comprehensive wealth management services to clients from Hong Kong and China market, including:

  1. Risk Management
  2. Investment & Retirement Planning
  3. Asset Allocation
  4. Educational Fund
  5. Premium Financing
  6. Estate Planning

-         Build up close business relationship with clients and review their financial portfolios

-         Provide quality after-sales services to maintain good customer relationship.

-         Develop your team 

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