Financial Services Professional
2 weeks ago
We are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Independent Resourcing Consultancy Ltd.
About the RoleAs an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing 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.
- 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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Financial Services Professional
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time{"title": "Financial Services Professional", "content": "Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at Independent Resourcing Consultancy Ltd. As a Financial Adviser, you will work closely with clients to provide expert advice on their short-, medium- and long-term financial planning needs.Key...
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Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Independent Resourcing Consultancy Ltd. As a Financial Adviser, you will play a key role in working closely with clients to develop and implement their short-, medium- and long-term financial plans.Key ResponsibilitiesProvide expert advice on...
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Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeJob Title: Independent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Independent Resourcing Consultancy Ltd.About the RoleAs an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and...
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Financial Services Professional
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time{"h1": "Independent Financial Advisor Opportunity", "p": "We are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be pivotal in providing expert financial advice to clients, assisting them in attaining their financial goals and...
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Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeJob Title: Independent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Click and Connect Online Limited.About the Role:As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and...