Wealth Management Expert

5 days ago


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

**Job Title:** Wealth Management Expert

**About the Role:

  • Foster and maintain strong relationships with clients, offering expert financial advice and guidance.

**Key Responsibilities:

  1. Conduct comprehensive assessments of clients' current financial situations and future objectives.
  2. Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
  3. 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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