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Independent Financial Advisor - Hong Kong

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Hong Kong

Offer summary

Qualifications:

Minimum of 5 years experience as a Financial Advisor, Possession of CFP, CFA or relevant certifications, Transferable client base and AUM, Strong analytical abilities.

Key responsabilities:

Provide expert financial advice to clients
Develop and implement personalized financial plans

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/

11 - 50 Employees

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Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Hong Kong

We are representing a prestigious Wealth Management firm in Hong Kong, seeking an experienced and qualified Independent Financial Advisor to join their dynamic team.

As an Independent Financial Advisor, you will be pivotal in providing expert financial advice to clients, assisting them in attaining their financial goals and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and collaboratively within a team environment.

Responsibilities:

- Foster and maintain strong relationships with clients, offering expert financial advice and guidance.

- Conduct comprehensive assessments of clients' current financial situations and future objectives.

- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.

- Regularly review clients' financial progress and adjust plans as necessary.

- Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.