Financial Planner

Employer Info

Jenny's Consultant

Company User

About Us Jenny Ho,District Director,首席卓越人才發展導師。畢業於加拿大西門菲沙大學經濟學學士,AFP金融理財師,REF美國註冊財務策劃師,RChFP特許財務策劃師。投身理財行業,曾任多間企業高層。多年打做年薪百萬成員的團隊,擁有十五年百萬圓桌會會員資格。 Jenny全心致力培育新一代優秀人才,團隊團員多年相繼取得的MDRT的榮譽。除剛畢業的大學生,團隊...Know more

Job Info

Skills & Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field

• Certified Financial Planner (CFP) certification is highly desirable

• Strong analytical, interpersonal, and exemplary communication skills

• Detail-oriented, self-starter with an entrepreneurial spirit

Graduation Year

2022 - 2026

Fields of Study

Accounting & Finance, Business Administration, Insurance, Financial & Actuarial Analysis

Education Level (pursuing / obtained)

Bachelor, Higher Diploma / Associate Degree

Required Level of Work Experience:

None

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