Financial Advisor
1 week ago
1 week ago Be among the first 25 applicants
Manulife Hong Kong and Macau has been a trusted name in Hong Kong for over 125 years, providing diverse protection and wealth products and services to 2.4 million customers. As the leading financial institution, we aim to be the most digital, customer-centric global company in our industry. We manage the retirement savings for over one-fourth of Hong Kong's working population and have been recognized as the No. 1 Customer Satisfaction insurance brand and No. 1 MPF service provider in Hong Kong. Our mission is to make everyday better for people in Hong Kong, Macau, and the Greater Bay Area.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Hong Kong SAR, with some work from home acceptable. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include assessing clients' financial needs, developing personalized financial plans, monitoring portfolio performance, making adjustments as necessary, and ensuring clients' financial goals are being met. The Financial Advisor will also be responsible for maintaining client relationships and staying informed about market trends and products.
Qualifications
- Expertise in Financial Planning and Finance
- Knowledge of Retirement Planning and Investments
- Experience in Financial Advisory
- Exceptional analytical and problem-solving skills
- Strong client relationship management skills
- Ability to work independently and in a hybrid environment
- Bachelor's degree in Finance, Economics, or related field
- Professional certification (e.g., CFP, CFA) is an advantage
Entry level
Employment typeFull-time
Job functionFinance and Sales
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