Location: Sheung Wan
Employment Type: Full-time
Key Responsibilities:
- Provide comprehensive financial planning and advice tailored to individual client needs.
- Analyze clients’ financial situations, including income, expenses, investments, and risk tolerance.
- Create customized financial plans that cover areas such as investment strategies, retirement planning, insurance strategies, estate planning, and trust structures.
- Build and maintain strong relationships with clients, acting as a trusted advisor to help them navigate their financial journey.
- Stay up to date with market trends, regulations, and financial products, including trust-related solutions, to ensure clients receive the best possible advice.
- Manage client portfolios and provide ongoing reviews and adjustments to meet their changing needs and goals.
- Maintain compliance with regulatory requirements and company policies.
Unique Benefits of the Role:
- Rapid career progression: We offer a structured path to management roles, providing opportunities for fast growth within the company for high-performing candidates.
- Exposure to trust structures: Gain specialized experience in advising clients on trust-related financial solutions and estate planning strategies.
- Training and development: Comprehensive training programs will be provided to enhance your financial planning skills, knowledge of financial products, and trust management expertise.
Qualifications:
- Candidate with customer service experience, and a license holder of HKSI 1,7,8 or IIQE 1, 2, 3, 5 would be advantage
- Proven experience as a Financial Planner or similar role within an IFA or financial services environment.
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Strong analytical skills and attention to detail.
- Ability to work independently, manage multiple clients, and prioritize tasks effectively.
- Commitment to maintaining the highest ethical standards and putting clients' interests first.
Benefits:
- Competitive salary with performance-based bonuses.
- Opportunities for professional development and career advancement.
- Supportive work environment with a focus on work-life balance.
- Access to a wide range of financial products and tools to support client services.