Financial Advisor
3 weeks ago
We are seeking an 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 goals and secure their financial futures.
Key Responsibilities:- 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.
- Cultivate and maintain strong client relationships while providing expert financial advice and direction.
- 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.
- 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 provides 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 in Hong Kong.
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Financial Advisor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeFinancial Planner Opportunity in Hong KongWe are seeking an experienced and certified Independent Financial Advisor to join our team in Hong Kong.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.This opportunity in...
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Financial Advisor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeFinancial Planner Opportunity in Hong KongOur esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial...
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Senior Financial Advisor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Teneo Full timeJob Title: Senior Consultant, Financial AdvisoryAbout the RoleTeneo is seeking a highly skilled Senior Consultant to join our Hong Kong Financial Advisory team, specifically to support the Restructuring and Insolvency practice. As a Senior Consultant, you will have the opportunity to work on a diverse range of challenging engagements and will support the...
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Financial Advisor, Hong Kong
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeUnlock Your Financial Potential in Hong KongOur esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong.This exciting opportunity offers the chance to collaborate with a prestigious and globally recognized Wealth Management firm, delivering expert...
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PWM Trust and Tax Strategist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob SummaryWe are seeking a highly skilled PWM Trust and Tax Planner to join our team at Unicorn Advisor (HK) Limited. As a key member of our team, you will be responsible for managing the marketing and business development of domestic trusts, as well as providing ongoing management services for overseas family trusts.Key ResponsibilitiesDevelop and...
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Chief Investment Strategist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAsset Allocation, Chief StrategistWe are seeking a highly experienced and skilled Asset Allocation, Chief Strategist to join our team at Unicorn Advisor (HK) Limited in Hong Kong.Key Responsibilities:Lead a team in global macro, strategy, and asset allocation researchDevelop and implement investment strategies to achieve optimal returnsCollaborate with...
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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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Strategic Advisor
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Brunswick Group Full timeAbout the RoleBrunswick Group is seeking a highly skilled and experienced professional to join our team as a Strategic Advisor. In this role, you will play a critical part in advising clients on how to navigate complex issues and engage with their stakeholders.As a Strategic Advisor, you will be responsible for driving execution on client accounts across...
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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 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
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeIndependent 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 securing...
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Financial Planner
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Intellect Full timeFinancial Advisor Role at IntellectYou will be a key member of our virtual platform, providing financial guidance and support to our clients. Your role will involve delivering scheduled text-based and video consultations, tailored to each client's unique needs and goals.This is a freelance remote opportunity, offering flexibility in your business hours....
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Financial Services Professional
2 weeks ago
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...
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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 timeJob Title: Independent Financial AdvisorAt Independent Resourcing Consultancy Ltd, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals and objectives.Job Summary:We are looking for a talented and experienced Financial...
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Chief Investment Strategist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time### Job Title: Asset Allocation, Chief Strategist ### Company: Unicorn Advisor (HK) Limited ### Job Summary We are seeking a highly experienced and skilled Asset Allocation, Chief Strategist to lead our team and drive global macro, strategy, and asset allocation research. The successful candidate will have a strong background in financial institutions and...
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Financial Services Professional
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeIndependent Financial Advisor OpportunityWe are seeking an experienced and qualified Independent Financial Advisor to join our dynamic team at Click and Connect Online Limited.About the Role:Foster strong relationships with clients, providing expert financial advice and guidance to help them achieve their financial goals.Conduct comprehensive assessments of...
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Financial Planning Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Intellect Full timeAbout the RoleWe are seeking a skilled Financial Advisor to join our team at Intellect, a leading virtual platform for financial guidance. As a Financial Advisor, you will play a crucial role in supporting our clients' financial health and growth by providing expert advice and guidance.Key ResponsibilitiesFinancial Planning: Assess clients' overall financial...
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Financial Services Professional
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeIndependent Financial AdvisorWe are seeking a seasoned and accomplished Independent Financial Advisor to join our dynamic team at Click and Connect Online Limited. 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 secure their...
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Financial Services Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeJob Title: Independent Financial AdvisorAbout the Role:We are seeking a highly skilled and motivated Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a Financial Advisor, you will play a key role in working closely with clients to understand their financial goals and develop personalized plans to achieve them.Key...
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PWM Trust and Tax Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob Title: PWM Trust and Tax PlannerAt Unicorn Advisor (HK) Limited, we are seeking a highly skilled PWM Trust and Tax Planner to join our team.Job Responsibilities:Manage the marketing and business development of domestic trusts, including the establishment and ongoing management of overseas family trusts.Provide trust establishment and ongoing management...
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Financial Services Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeJob Opportunity: Experienced Financial Advisor for Independent Resourcing Consultancy LtdAbout the Role:We are seeking a seasoned Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to clients, helping them achieve their...