Wealth Management Expert
5 days ago
**Job Title:** Wealth Management Expert
**About the Role:
- Foster and maintain strong relationships with clients, offering expert financial advice and guidance.
**Key Responsibilities:
- 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.
**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.
**Benefits:
- A competitive salary range of HKD 500,000 to HKD 800,000 per annum.
- A supportive, collaborative work environment.
**Location:** Hong Kong
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