Financial Planning Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full time
Job Opportunity for Independent Financial Advisor

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.



  • Hong Kong, Central and Western District, Hong Kong SAR China Bupa Full time

    Job OverviewWe are seeking an experienced Financial Planning Strategist to join our team at Bupa. In this role, you will play a key part in shaping the company's financial future.ResponsibilitiesDevelop and support the annual budget planning cycle, including ongoing rolling forecasts and projections.Analyze business performance and prepare trend analysis and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Marriott International Full time

    Job Summary">The Chief Financial Strategist is a pivotal role at Marriott International, overseeing the strategic financial direction of our properties. This position requires exceptional leadership skills, with the ability to champion, develop, and implement property-wide strategies that deliver products and services exceeding customer...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Title:Financial Portfolio StrategistCompany Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing top-notch wealth management services. Our team of experts works tirelessly to ensure that our clients' financial goals are met with precision and care.Estimated Salary:$250,000 - $350,000 per annumJob Description:As...


  • Hong Kong, Central and Western District, Hong Kong SAR China The Economist Full time

    The Economist is a leading source of analysis on international business and world affairs, delivering information through various formats including newspapers, website, podcasts, and app as well as conferences and events. We are seeking a Media Planning and Operations Strategist to create, deliver and optimize commercial campaigns for partnership or media...

  • Financial Strategist

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    HSBC, a leading global banking and financial services organization, is seeking a highly skilled Financial Strategist to join our team. The successful candidate will play a key role in driving business growth and developing strategic plans to capitalize on new opportunities.About the RoleAs a Financial Strategist, you will be responsible for analyzing complex...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Job SummaryThis role is a Business Process Planning Strategist for Classy Wheeler Limited, with an estimated salary of $80,000 - $110,000 per year.About the CompanyClassy Wheeler Limited is a leading telecom carrier and IT solutions company. As a Business Process Planning Strategist, you will work closely with business users to understand their requirements...


  • Hong Kong, Central and Western District, Hong Kong SAR China China Mobile International Limited Full time

    About the RoleWe are seeking an experienced Senior Financial Strategist to join our team at China Mobile International Limited. As a key member of our finance department, you will play a vital role in driving business growth and profitability through effective financial planning and analysis.ResponsibilitiesDevelop and maintain comprehensive financial models...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited, a prestigious engineering and construction company in Hong Kong, is seeking an experienced Chief Financial Strategist to oversee their financial operations.About the RoleThe successful candidate will be responsible for analyzing business performance, reporting to senior management, and ensuring effective budgeting and forecasting...


  • Hong Kong, Central and Western District, Hong Kong SAR China KN Group Full time

    **Job Summary**We are seeking a highly skilled Senior Financial Strategist to join our team at KN Group. As a key member of our financial management team, you will be responsible for handling financial management work for our overseas business, including expanding banking relationships in Hong Kong and Southeast Asia, international tax planning and structure...


  • Hong Kong, Central and Western District, Hong Kong SAR China Pure Hong Kong Full time

    Job OverviewPure Hong Kong is seeking a highly skilled Financial Operations Strategist to lead the company's operational management guidelines and support the establishment of various operational systems, standards, and processes.


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job Title: Financial Growth Marketing StrategistAbout Us:Bank of China (Hong Kong) Limited is a leading financial institution that offers a wide range of banking and financial services.Salary:$125,000 - $170,000 per annumJob Description:We are seeking an experienced Financial Growth Marketing Strategist to join our team. The successful candidate will be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Trinity Search Limited Full time

    About UsTrinity Search Limited is a leading organization that values financial expertise and strategic planning. Our team of professionals is dedicated to delivering exceptional results and driving growth.Salary RangeWe offer a highly competitive salary package, estimated to be around $180,000 per annum, depending on qualifications and experience.Job...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Job OverviewWe are seeking a highly experienced and skilled Chief Financial Strategist to lead our Accounting Department at Be Myjob Company Limited.Salary RangeThe estimated salary for this role is between $150,000 - $250,000 per annum, depending on qualifications and experience.ResponsibilitiesFinancial Leadership: Provide strategic direction and oversight...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    About the RoleWe are seeking an experienced Financial Markets Strategist to join our team at the Bank of China. This is a challenging and rewarding opportunity for a talented professional to drive business growth and development in the Hong Kong FM segment.Key ResponsibilitiesConduct comprehensive research on macroeconomic, banking, and financial market...


  • Hong Kong, Central and Western District, Hong Kong SAR China Crypto Full time

    We are seeking an experienced Financial Product Strategist to join our team at Crypto.com. This is a unique opportunity for someone with vision to architect and manage industry-changing platforms that drive financial innovation.About the RoleThis role will involve driving product initiatives from inception through execution, collaborating closely with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    Job Title:Chief Data Governance StrategistAbout the Role:We are seeking a highly skilled Chief Data Governance Strategist to join our team at Dah Sing Financial Group. As a key member of our organization, you will play a critical role in driving our data governance initiatives and ensuring that our data is secure, private, accurate, available, and usable...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent Axis Full time

    Job DescriptionTalent Axis is seeking a highly experienced and skilled Senior Financial Strategist to join our team. This role offers the opportunity to leverage your expertise in financial management, reporting, and control to drive business growth.About the RoleWe are looking for a seasoned professional with at least 15 years of experience in finance,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Job Title: Senior Financial Analyst and Business StrategistWe are seeking an experienced Senior Financial Analyst and Business Strategist to join our expanding team at Classy Wheeler Limited. As a key member of our finance department, you will play a crucial role in supporting business growth through financial analysis and strategic decision-making.About the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited, a leading online lending and credit services platform in Hong Kong, is expanding its team in the region. To support this growth, we are seeking a highly experienced Chief Financial Strategist to join our finance department.About the RoleThe successful candidate will be responsible for developing and implementing finance and...


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About the RoleWe are seeking a seasoned Senior Financial Strategist to join our team at King Deux Search & Consulting. As a key member of our executive search firm, you will play a crucial role in identifying and attracting top talent for our clients.Job DescriptionThis is a unique opportunity to leverage your expertise in financial analysis, P&L management,...