Wealth Management Consultant
6 days ago
We are seeking a highly skilled Financial Planning Advisor to join our team in Hong Kong SAR. As a key member of our wealth management team, you will be responsible for creating customized financial plans for clients, including retirement planning, investment advice, and comprehensive financial strategies.
You will assess clients' financial status, create financial goals, recommend investment opportunities, and monitor financial markets. You will work closely with clients to ensure their financial objectives are met with the most effective solutions.
An exciting career opportunity with high growth prospects, incentives, conventions, and recognition awaits.
Key Responsibilities:
- Assessing clients' financial status and creating personalized financial plans
- Providing investment advice and recommendations
- Maintaining ongoing relationships with clients and identifying new business opportunities
- Staying up-to-date with market trends and regulatory changes
Requirements:
- Bachelor's degree in Finance, Economics, or a related field
- Certifications such as CFP (Certified Financial Planner) are advantageous
- Experience in Financial Services
- Excellent interpersonal and communication skills
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