Financial Planning Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time

Job Profile:
As a Financial Planning Specialist, you will work closely with clients to develop and implement comprehensive financial plans that meet their short-, medium-, and long-term goals. Your role will involve advising clients on various areas, including regular savings plans, wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.

Key Responsibilities:
• Develop and implement financial plans for clients
• Provide advice on investment options and risk management
• Work closely with clients to understand their financial goals and objectives
• Collaborate with internal teams to ensure seamless delivery of services
• Stay up-to-date with industry developments and best practices

Benefits:
• Opportunity to work with a multinational wealth management and financial advisory firm
• Comprehensive training and development programs
• Competitive compensation and benefits package
• Collaborative and dynamic work environment
• Opportunity to work with a diverse range of clients and projects

Location:
Shanghai, China
Bangkok, Thailand
HCMC, Vietnam
Hong Kong



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