Financial Advisor, Hong Kong

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full time
Unlock Your Financial Potential in Hong Kong

Our esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong.

This exciting opportunity offers the chance to collaborate with a prestigious and globally recognized Wealth Management firm, delivering expert financial advice to a diverse client base and assisting them in reaching their financial goals and securing their financial futures.

As a key member of the team, you will utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications, to engage in a collaborative and supportive work environment that fosters professional growth and development.

Key Responsibilities:
  • Cultivate and maintain strong client relationships while providing expert financial advice and direction.
  • Conduct thorough financial evaluations of clients current financial status and future objectives.
  • Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Monitor clients financial progress and make adjustments to plans when necessary.
  • Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.

Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Hong Kong.

Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Hong Kong.



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