Financial Expert

5 days ago


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

Company Overview

We are Intellect, a leading provider of financial guidance and planning. Our team is dedicated to empowering individuals to take control of their financial future.

Job Description

We seek a seasoned Financial Coach to join our team. As a Financial Coach at Intellect, you will play a vital role in helping clients achieve financial security by offering expert coaching, sound planning, and goal-oriented support.

  • Develop customized financial plans tailored to clients' unique needs and goals through text and video consultations.
  • Analyze clients' financial situations and provide actionable advice on cash flow management, budgeting, and resource allocation.
  • Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations.
  • Promote effective financial literacy and educate clients on navigating complex financial markets.
  • Stay current with financial trends, market changes, and budgeting strategies to offer cutting-edge coaching to clients.
  • Monitor and adjust financial plans as needed, ensuring clients remain on track and adapt to any life changes or shifts in financial goals.

Requirements

To succeed as a Financial Coach at Intellect, you must possess:

  • Proven experience as a Finance Coach or similar role with a track record of successful client outcomes.
  • A Bachelor's degree in Finance or a related field.
  • Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching.
  • Excellent communication, negotiation, and presentation skills in English.
  • A high level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients.
  • Proficiency with database systems and strong PC skills.

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