Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Investment Account Management Tax Planning Wealth Management Investment Account Management Customer Relationship Management

Other Skills

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Analytical Skills
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Problem Solving
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Social Skills
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Teamwork
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Communication

Roles & Responsibilities

Minimum of 5 years of experience as a Financial Advisor in wealth management.
Possession of industry-leading certifications such as CFP or CFA.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.

Requirements:

Build and maintain strong client relationships, providing financial advice.
Assess clients' financial situations and develop personalized plans.
Implement investment, retirement, and tax strategies for clients.
Review and adjust financial plans regularly to meet client goals.

Independent Resourcing Consultancy

Human Resources, Staffing & Recruiting

About Independent Resourcing Consultancy

IRC has been formed due to a passion for people and helping shape their careers.As a resourcing consultancy, we specialise in working alongside Financial Services organisations from the UK to the Middle East to support staffing levels and indeed business goals.We hold a significant portfolio of qualified candidates actively looking for opportunities. We advertise throughout social media channels and are still actively using trade press and regional newspapers in addition to maintaining an effective web presence.Many of the candidates who contact us do so through the powerful and most telling medium of word-of-mouth. Our success attracts both clients and candidates, and we are always aware that our company depends on us delivering successful affordable solutions for all those who use our recruitment services. We appreciate that your time is precious, and so have created an easy to use online Register a Vacancy which enables you to alert us of your vacancy 24/7 so we can hunt for your ideal professional quickly and efficiently. Our reputation is everything to us as a company, and we know that our success is built on our ability to deliver results for you and for the candidates who seek new career moves.

Company type: Startup

Industry: Human Resources, Staffing & Recruiting

Founded: 2018

Company size: 11 - 50

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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.

Ready to apply?

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