Independent Financial Advisor
4 days ago
About the job Independent Financial Advisor - Hong Kong 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. #J-18808-Ljbffr
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hong kong, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeA prestigious wealth management firm in Hong Kong is seeking an experienced Independent Financial Advisor to provide specialized financial guidance to clients. The ideal candidate will have at least 5 years of experience in the industry and hold relevant certifications such as CFP or CFA. Responsibilities include developing personalized financial plans and...
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Hong Kong Island, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeA leading wealth management consultancy in Hong Kong is looking for an experienced Independent Financial Advisor to join its dynamic team. The ideal candidate will have at least 5 years in wealth management, holding industry qualifications such as CFP or CFA. Responsibilities include fostering client relationships, conducting financial assessments, and...
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Independent Financial Advisor
4 days ago
Hong Kong Island, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeAn international wealth management firm in Hong Kong seeks an experienced Financial Planner to provide tailored financial guidance. The ideal candidate has at least 5 years of experience, holds CFP or CFA certifications, and possesses a transferable client base. Responsibilities include developing personalized financial plans and maintaining strong client...
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Financial Planner, Hong Kong
4 days ago
Hong Kong Island, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeAbout the job Financial Planner, Hong Kong Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations...
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Financial Planner, Hong Kong
4 days ago
hong kong, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeOur client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security....
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Wealth Management Advisor
2 days ago
Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full timeCompany Description Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. Backed by experienced executives, AMG excels in financial products, investment portfolio management, team development, and compliance. The company offers innovative solutions to individual and corporate...
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Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full timeA prominent financial services provider in Hong Kong is seeking a Wealth Management Advisor. In this full-time, on-site role, you will build client relationships, develop financial plans, and provide comprehensive advice on investment strategies. Ideal candidates should have a background in financial planning, a relevant degree, and strong interpersonal...
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Wealth Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeAbout the job Wealth Manager - Hong Kong This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive...
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USGAAP Financial Advisor/Senior Accountant
4 days ago
Hong Kong Island, Hong Kong SAR China ALL-STAR AGENCY Full timeUSGAAP Financial Advisor/Senior Accountant (Fintech Company) USGAAP Financial Advisor/Senior Accountant (Fintech Company) 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from ALL-STAR AGENCY Vice President | ALL-STAR AGENCY | Recruiting Champions in Finance and...
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Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob Responsibilities: Lead the execution of a full range of Corporate Finance services for IPO and other corporate finance transcations Take on the role of team leader for designated projects, providing guidance, direction, and support to ensure project success and team cohesion including, but not limited to, financial analysis, valuation analysis,...
