獨立理財顧問ifa

JD

Hong Kong Sar, Hong Kong
Financial needs analysis
Client relationship management
Kyc process execution
JD.com is building one of the world’s most trusted technology and supply chain ecosystems, serving over 700 million active customers globally

Job Summary

  • JD.com is building one of the world’s most trusted technology and supply chain ecosystems, serving over 700 million active customers globally.
  • The role involves comprehensive financial planning, including financial needs analysis and professional advice on insurance asset allocation.
  • JD.com offers a competitive salary, great location, and a supportive, people-first culture with access to global projects and learning opportunities.

Matching Summary

JD.com is building one of the world’s most trusted technology and supply chain ecosystems, serving over 700 million active customers globally.

Skills & Requirements

Must-have

  • Financial Needs Analysis
  • Client Relationship Management
  • KYC Process Execution
  • Insurance Asset Allocation Advice

Nice-to-have

  • People-first culture
  • Collaborative team environment
  • Customer-oriented mindset

Key Requirements

  • Hong Kong IIQE Paper 1, 3, 5 certification
  • University Bachelor's degree
  • 1-3 years banking/insurance/wealth management experience
  • Keyman Insurance sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter