Ricky Kwok

Provide personalized financial advice and guidance to clients, based on their specific goals and needs.

Develop financial plans and strategies that help clients achieve their financial objectives, such as retirement planning, investment planning, tax planning, and estate planning.

Assist clients with banking and credit needs, such as mortgages, loans, and lines of credit.

Help clients open accounts and apply for financial products and services.

Maintain ongoing relationships with clients, including regular communication and follow-up.

Stay current on financial markets, products, and services to provide the best advice and guidance to clients.

Maintaining client's record, and portfolio, and providing regular reports on clients portfolio performance.

Identifying new business opportunities through networking and referrals.

Compliance with regulatory requirement.

Continuously improve own knowledge and skills by attending training sessions and professional development programs.