Wealth Management Specialist

3 weeks ago


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

Our esteemed client, an International Wealth Management firm based in Hong Kong, seeks an experienced and certified Independent Financial Advisor to join their team.

The selected candidate will provide specialized financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.

This opportunity in Hong Kong presents a unique set of highlights:

Key Responsibilities

  • Cultivate and maintain strong client relationships while delivering 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.

Requirements

  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Hold prestigious certifications like CFP, CFA, or other relevant qualifications.
  • Bring along a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and adept interpersonal abilities.
  • Showcase strong analytical and problem-solving capabilities.
  • Exhibit the ability to work independently as well as within a team.

Our client offers 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.

The estimated salary for this role is around $100,000 - $150,000 per annum, depending on experience and qualifications. This figure reflects the market rate for a seasoned Financial Advisor in Hong Kong's wealth management industry.



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