Portfolio Management Professional

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Acuma Hong Kong Full time

We're seeking a highly motivated and experienced Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for managing a portfolio of clients and delivering tailored financial advice and guidance.

You'll work closely with our clients to understand their financial needs and objectives, and provide expert advice on a range of financial products and services. Your expertise will help our clients make informed decisions about their finances and achieve their long-term goals.

  • Develop and implement comprehensive financial plans for clients.
  • Provide ongoing support and guidance to clients, addressing any questions or concerns they may have.
  • Analyse market trends and identify opportunities for growth and development.
  • Collaborate with internal teams to deliver seamless client experiences.

We're a dynamic and forward-thinking company that's passionate about delivering exceptional results. If you're a seasoned professional with a strong track record of success, we'd love to hear from you.



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