Financial Planning Expert for Hong Kong's Leading Wealth Management Firm
1 month ago
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.
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.
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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