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Financial Advisor (Hong Kong, Taiwan)

Remote: 
Full Remote
Contract: 
Freelance
Experience: 
Mid-level (2-5 years)
Work from: 
Singapore

Offer summary

Qualifications:

Proven experience as a Financial Advisor, Track record of successful guidance, Ability to analyze financial data, Strong communication skills in English, BS degree in Finance or related field.

Key responsabilities:

  • Provide strategic advice on financial products
  • Assess client’s financial picture and needs
  • Guide clients towards secure financial decisions
  • Cultivate client base and build relationships
  • Keep updated with industry trends and regulations
Intellect logo
Intellect Startup https://intellect.co/
51 - 200 Employees
About Intellect
Intellect's mission is to make mental healthcare & wellbeing support accessible for everyone. We do this by marrying technology with a human touch in a single platform, delivering end-to-end wellbeing support for individuals and organisations alike. For organisations who are looking to safeguard employee wellbeing amidst the new hybrid workspace, Intellect equips workforces with our clinically-validated approach to personalise the right care your employees need. For individuals who wish to address personal and professional challenges, Intellect's self-care platform and 1-1 coaching & therapy sessions enable our clients to scale obstacles and lead their best life. Today, Intellect is the largest and fastest growing mental health tech company in Asia Pacific. Over 3 million members and leading organisations globally trust Intellect to provide personalized, evidence-based wellbeing support. Intellect was also selected as one of Google’s Best Apps of 2020. We're backed by leading investors including Tiger Global, Insignia Ventures Partners, Y Combinator, HOF Capital, K3 Ventures, JAFCO, Headline, East Ventures, MS&AD Ventures, and an extensive list of family offices, big tech executives & renowned angel investors.
See more Intellect offers

Job description


You will be a financial advisor on our virtual platform, where your role is to support our clients' financial health and growth based on their individual needs and goals. This is delivered through scheduled text-based and video consultations on our platform.

This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or private practice.

We're seeking to partner with experienced Financial Advisors and Finance Coaches to be part of a community working collaboratively to provide strategic financial advice, develop solid financial plans, and guide clients towards profitable and secure financial decisions.

What You’ll Do:

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements

  • Proven working experience as a Financial Advisor, Finance Coach,  or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Able to communicate in English and local language
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • BS degree in Finance or related field

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
EnglishEnglish
Check out the description to know which languages are mandatory.

Hard Skills

Presentation TrainingInvestment AdvisoryCustomer Relationship ManagementNegotiation StrategiesCash ManagementCompliance ManagementBusiness CoachingInsurance LawInvestment ManagementMarket AnalysisIndustry Trend AnalysisDatabase SystemsFinancial PlanningDebt Management Planning

Other Skills

  • Strategic Thinking
  • Detail Oriented
  • Verbal Communication Skills
Are you interested?

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