Financial Planning Strategist

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full time

Independent Financial Advisor Job in Hong Kong

We are representing a leading 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.

Key Responsibilities:

Foster strong relationships with clients, offering tailored financial guidance and expertise.

Conduct thorough 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 needed.

Stay up-to-date with industry trends and regulations to ensure compliance and deliver exceptional service to clients.

About the Opportunity:

We offer a competitive salary, HK$ 250,000 per annum, and a supportive, collaborative work environment. If you possess the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Requirements:

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

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

Transferable client base and AUM.

Excellent communication and interpersonal skills.

Strong analytical and problem-solving abilities.

Able to work independently and collaboratively within a team environment.



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