Senior Financial Consultant

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time
Job Title: Independent Financial Advisor

We are seeking a highly skilled and experienced Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.

About the Role:

As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and secure 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 up-to-date with 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.

We offer a competitive package 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.



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

    **Job Title:** Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.Key...


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

    Job OverviewWe are seeking a highly skilled Senior Financial Consultant to join our Corporate Finance Department in Investment Banking. This is an excellent opportunity for a talented professional to grow their career and contribute to the success of our team.


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

    Job DescriptionWe are seeking a Senior Consultant to join our Financial Markets, Private Banking, Asset & Wealth Management business unit, providing strategic and operational advisory for our clients.Position Overview:As a Senior Consultant, you will help build our expertise and guarantee the quality of delivery to ensure market-leading practices for our...

  • Senior Consultant

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sia Partners Full time

    Job OpportunityWe are seeking a Senior Consultant with a strong background in Financial Services to join our team in Hong Kong. As a Senior Consultant, you will be responsible for delivering Operational Strategy across various domains, working closely with our clients and colleagues to ensure market-leading practices.Key Responsibilities:Participate in...

  • Senior Consultant

    4 weeks ago


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

    Senior Consultant - Financial Services ExpertAon is seeking a Senior Consultant to join our Talent Solutions team. As a key member of our team, you will be responsible for managing reward products in the financial services domain, delivering complex data-led reward projects, and becoming a trusted advisor and subject matter expert.Key ResponsibilitiesManage...

  • Senior Consultant

    4 weeks ago


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

    Join KPMG China as a Senior ConsultantWe are seeking a highly skilled and experienced Senior Consultant to join our Financial Services practice in Mainland and Greater China. As a Senior Consultant, you will work closely with our clients to deliver strategic and transformational projects, including project management, process review and design, and...


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

    Job Opportunity: Senior Consultant, Financial AdvisoryTeneo is seeking a Senior Consultant to join our Hong Kong Financial Advisory team, specifically to support the Restructuring and Insolvency practice. As a Senior Consultant, you will have the opportunity to work on a diverse range of challenging engagements and will support the leadership team with...


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

    Job OverviewFIS is seeking a seasoned Practice Manager to lead our consulting services team. As a Practice Manager, you will be responsible for developing and executing a business plan, managing key relationships, and driving revenue growth.ResponsibilitiesBuild a consulting team and strategy to effectively execute the business plan.Develop consulting...


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

    Be Myjob Company Limited is seeking a highly skilled Senior Financial Research Consultant to join our team in Hong Kong. This is a challenging and rewarding role that requires expertise in research analysis and strong communication skills.Salary: HKD 800,000 - HKD 1,200,000 per annumJob DescriptionWe are looking for a candidate who can provide high-quality...

  • Senior IT Consultant

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sia Partners Full time

    Job Opportunity: Senior ConsultantSia Partners is seeking a Senior Consultant to join our team in Hong Kong. As a Senior Consultant, you will play a key role in building our expertise and ensuring the quality of delivery to our clients.Key Responsibilities:Definition of IT strategy and Digital Transformation roadmapPMO and change management within global IT...


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

    About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and financial services through our network of over 70 branches in Hong Kong, Macau, and Mainland China.Our company culture emphasizes caring, teamwork, and progressiveness. We value individual uniqueness and foster an environment where employees...

  • Senior Consultant

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Schweiz AG Full time

    About the JobWe are seeking a highly skilled and experienced Senior Consultant to join our team at Synpulse Schweiz AG. As a Senior Consultant, you will play a key role in leading detailed analysis to guide the decision-making process and support end-solutions for our clients.Key ResponsibilitiesLead detailed analysis to guide the decision-making process to...

  • Senior Consultant

    4 weeks ago


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

    About UsCapco is a global technology and business consultancy, focused on the financial services sector.We are passionate about helping our clients succeed in an ever-changing industry.We Are:Experts in banking and payments, capital markets and wealth and asset managementDeep knowledge in financial services offering, including e.g. Finance, Risk and...


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

    About the JobWe are seeking a highly skilled Senior Consultant/Manager to join our team at Synpulse. As a key member of our management consulting team, you will be responsible for leading detailed analysis to guide the decision-making process and support end-solutions for our clients.About the RoleLead detailed analysis to guide the decision-making process...

  • Senior Consultant

    4 weeks ago


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

    Job Title: Senior ConsultantAt KPMG China, we are seeking a Senior Consultant to join our Technology Consulting team. As a Senior Consultant, you will be responsible for delivering high-quality consulting services to our clients, leveraging your expertise in data engineering and cloud computing.Key Responsibilities:* Develop and implement data architectures...

  • Senior Consultant

    1 day ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sia Partners Full time

    Job Title: Senior Consultant - Technology Risk ExpertJob Summary: We are seeking a Senior Consultant with expertise in Technology Risk and Operational Resilience to join our team in Hong Kong. As a Senior Consultant, you will help build our expertise and ensure the quality of delivery to our clients.Key Responsibilities:Develop and strengthen our offers...


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

    Job OverviewSia Partners is seeking a Senior Insurance Consultant to lead client projects in the insurance sector. As a Senior Consultant, you will help build our expertise and guarantee the quality of delivery to ensure market-leading practices for our Hong Kong office.This role involves:Participating in projects with leading companies in the insurance...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Unlock Your Potential as a Senior Investment ConsultantAt Hang Seng Bank Limited, we are committed to delivering exceptional service excellence and providing our customers with the best-in-class products and services. As a Senior Investment Consultant, you will play a vital role in our efforts to continually enhance our performance and provide personalized...


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

    Job Title: Senior Cybersecurity ConsultantJob Summary: We are seeking a highly skilled Senior Cybersecurity Consultant to join our team in Hong Kong. As a Senior Consultant, you will help build our expertise and guarantee the quality of delivery to ensure market-leading practices for our Hong Kong office.Key Responsibilities:Assist in the definition,...


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

    Senior Sustainability Consultant RoleWe are seeking an experienced Principal Consultant to join our team in private sector financial institutions (PSFIs) with a focus on environmental and social due diligence. This role offers access to ERM's global network and a potential pathway to partnership.Key ResponsibilitiesDevelop and deliver environmental and...