Financial Planning Expert for Hong Kong's Leading Wealth Management Firm

15 hours ago


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

At Independent Resourcing Consultancy Ltd, we are seeking an experienced and qualified Financial Planning Expert to join our dynamic team in Hong Kong.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, holding industry-leading qualifications such as CFP, CFA, or other relevant certifications.

A strong transferable client base and AUM are essential for this role, along with excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and collaboratively within a team environment.

We offer a competitive salary package of approximately HKD $200,000 - HKD $300,000 per annum, depending on experience, plus benefits.

About the Role:

This is a fantastic opportunity for a skilled Financial Planning Expert to take their career to the next level, working closely with clients to provide expert financial advice and guidance.

  • Foster and maintain strong relationships with clients, offering personalized financial planning strategies and solutions.
  • Conduct comprehensive assessments of clients' current financial situations and future objectives.
  • Develop and implement tailored financial plans, including investment, retirement, and tax planning strategies.
  • Regularly review clients' financial progress and adjust plans as necessary.
Key Requirements:

To be successful in this role, you will need:

  • Minimum 5 years of experience as a Financial Advisor in the wealth management industry.
  • Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Strong 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.
What We Offer:

At Independent Resourcing Consultancy Ltd, we offer a competitive salary package, benefits, and a supportive, collaborative work environment. 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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