Detail

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.