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Ricky Kwok

​Financial Advisor

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  • 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.

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