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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/
201 - 500 Employees
About Intellect
1. Singapore’s Best Digital Wellness Platform (Gold, HR Online Vendor Awards, 2023) 2. Google’s Best Apps of the Year, 2020 3. 3.7+ Million Users in 100+ Countries 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 individuals looking for someone in their corner, Intellect's solution matches the right self-care resources, counsellors and clinical psychologists on any platform: mobile app, desktop, phone call and in-person. For organisations, Intellect's preventative, science-backed approach has been proven to cultivate thriving workplaces with stronger pulse survey scores, lower turnover, and high client satisfaction. Today, Intellect is the leading science-backed mental health tech company. Over 3.7 million members and leading organisations globally trust Intellect to provide personalized, evidence-based wellbeing support.
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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