Senior Financial Consultant

3 weeks ago


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

**Job Title:** Senior Financial Consultant

We 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 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 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.

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.


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