Financial Planning Expert

3 days ago

Shanghai, Shanghai, China Click and Connect Online Limited Full time
Job Title: Financial Planner

We are seeking a skilled Financial Planner to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for delivering expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.



About the Role:


  • Deliver specialized financial guidance to clients, assisting them in achieving their financial goals.
  • Collaborate with a leading wealth management firm to provide expert financial advice to a diverse clientele.
  • Utilize your experience and qualifications to develop personalized financial plans for clients.
  • Engage in a collaborative and supportive work environment that promotes professional growth and development.
  • Play a pivotal role in establishing and nurturing client relationships.


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.


Responsibilities:


  • Build and maintain strong client relationships while offering expert financial advice and guidance.
  • Conduct comprehensive financial evaluations of clients' current financial status and future goals.
  • Create customized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary.
  • Stay informed about industry trends and regulations to ensure compliance and deliver outstanding service to clients.


If you meet the requirements and have a passion for helping clients achieve their financial objectives, we encourage you to apply for this exciting opportunity.

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