Highly Qualified Financial Consultant

5 days ago


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

Company Overview

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Established in 1999, Independent Resourcing Consultancy Ltd is a leading International Wealth Management firm with a strong presence in Hong Kong. Our company is built on a foundation of expertise, innovation, and customer-centricity.

About the Role

We are seeking a highly experienced and certified Financial Advisor to join our team in Hong Kong. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial objectives and securing their financial futures.

Key Responsibilities

  • Cultivate and maintain strong client relationships, 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

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

Benefits

  • A competitive compensation package, including a salary range of HKD 500,000 to HKD 800,000 per annum, depending on experience
  • A supportive work environment that fosters professional growth and development
  • The opportunity to collaborate with a prestigious and globally recognized Wealth Management firm
  • The chance to utilize your expertise and qualifications to make a meaningful impact on clients lives

What We Offer

At Independent Resourcing Consultancy Ltd, we value our employees and offer a range of benefits to support their careers and well-being. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity in Hong Kong.



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