Financial Planning Strategist
1 month ago
We are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Click and Connect Online Limited in Hong Kong.
About the Role:
The successful candidate 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 and maintain strong relationships with clients, offering expert financial guidance and advice.
- 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.
- Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.
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.
- Ability to work independently and collaboratively within a team environment.
Compensation Package:
We offer a competitive salary range of HKD 100,000 - 200,000 per annum, depending on experience, plus additional benefits. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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