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Investment Advisory Expert

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time
Job Opportunity

We are seeking a seasoned Financial Services Professional to join our team at Independent Resourcing Consultancy Ltd.

About the Role:

  • Foster and maintain strong relationships with clients, providing 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 abreast of 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.

What We Offer:

  • A competitive package and a supportive, collaborative work environment.