Financial Advisor

2 weeks ago

Shanghai, Shanghai, China Click and Connect Online Limited Full time
Financial Advisor Opportunity in Shanghai

We are seeking an experienced and certified Financial Advisor to join our team in Shanghai, China. As a key member of our wealth management team, you will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial security.

Key Responsibilities:

  • Collaborate with a leading and globally recognized Wealth Management firm to provide expert financial advice to a diverse clientele.
  • Utilize your experience and qualifications, such as CFP, CFA, or other relevant certifications, to develop personalized financial plans for clients.
  • Engage in a collaborative and supportive work environment that promotes professional growth and development.
  • Competitive compensation package provided by our client.
  • Play a pivotal role in establishing and nurturing client relationships, conducting financial assessments, and developing financial plans.

Requirements:

  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management sector.
  • Hold reputable certifications like CFP, CFA, or other relevant qualifications.
  • Bring a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and strong interpersonal abilities.
  • Exhibit robust analytical and problem-solving capabilities.
  • Display the ability to work autonomously and in a team environment.

About the Opportunity:

This is an exciting opportunity to work with a leading Wealth Management firm in Shanghai, China. Our client presents a competitive compensation package and a supportive work environment. If you meet the requirements and have a passion for helping clients achieve their financial objectives, we encourage you to apply for this opportunity.

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