Job Title: Financial Planning Adviser
Key Responsibilities:
• Formulate and implement financial plans for clients, providing high-quality advice on investment strategies to maximize returns while considering risk tolerance.
• Provide holistic, compliant, and tailored advice on taxation, securities, insurance, pension or other investment portfolio products, ensuring the maximization of client interests.
• Based on client requirements, offer reasonable suggestions regarding financial planning, including asset allocation, cash flow management, and retirement planning.
• Develop and implement advanced financial strategies and set financial goals for wealth accumulation, tax minimisation, succession planning, and asset protection.
• Manage client assets, provide clients with professional investment strategies, sources of funds, and suggestions on profit distribution.
Requirements:
* Bachelor's Degree or above in Commerce, Financial Economics, Finance, or a related discipline preferred, with relevant professional accreditation is a must;
* Minimum 1 year's experience as a Financial Investment / Planning Adviser in wealth management and high net value client relationship develops and maintenance with a proven track record advising complex client groups;
* Work experience at Bank or Wealth Management Corporate in Asian countries and Australia is preferred;
* Fluent in Mandarin and English is a must;
* Exceptional communication and relationship management skills;
* A results-driven mindset and a genuine passion for helping clients achieve financial freedom;
* Strong communication skills and professional presence;
* Confident using advice and CRM technology;
Benefits:
• Opportunity to work with a highly respected business and amazing team;
• Chance to make a meaningful difference to your client's lives;
• Flexible working hours;
• Ongoing support and monitoring of client's financial plan to ensure its effectiveness and relevance;
• Regular review and update of financial plan to adapt to unexpected life events or changes in the economic landscape.
How to Apply:
If you are a motivated and customer-centric individual with a proven track record of providing exceptional financial planning services, please submit your application for consideration.