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Wealth Coach Specialist

1 week ago

Hong Kong Island, Hong Kong SAR China Intellect Full time

Unlock Your Potential as a Financial Coach at Intellect. This part-time Finance and Sales role offers a unique opportunity to work collaboratively with other finance professionals to deliver high-quality financial coaching and planning services to clients worldwide.

About the Role

You will analyze clients' financial situations and develop customized plans tailored to their unique needs and goals. Your expertise will guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations.

Key Skills and Qualifications
  • Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
  • Education: Bachelor's degree in Finance or a related field
  • Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
  • Communication: Proficient in English, with excellent communication, negotiation, and presentation skills
  • Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
  • Tech-Savvy: Proficiency with database systems and strong PC skills