Strategic Financial Consultant for High Net Worth Individuals in Hong Kong

3 weeks ago


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

As a Financial Planner, you will play a pivotal role in shaping the financial futures of high net worth individuals in Hong Kong.

We are seeking an experienced and certified professional to join our team at Click and Connect Online Limited. With a focus on providing expert financial guidance, you will help clients achieve their financial aspirations and strengthen their financial security.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with prestigious certifications such as CFP or CFA. They will bring along a transferable client base and Assets Under Management (AUM), possess exceptional communication skills, and demonstrate strong analytical and problem-solving capabilities.

In this exciting opportunity, you will cultivate and maintain strong client relationships while providing expert financial advice and direction. Conducting thorough financial evaluations, developing tailored financial plans, and monitoring clients' financial progress will be key responsibilities.

A competitive compensation package is offered, including a salary range of HKD 500,000 - 700,000 per annum, depending on experience, plus additional benefits. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this challenging role in Hong Kong.



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