Deskripsi Pekerjaan
Join HFG (Hong Kong) Limited, a modern financial agency that's redefining advisory services for today's generation. We're seeking a dynamic Financial Advisor to provide expert guidance on wealth management, investment strategies, and financial planning. Backed by full leadership support and cutting-edge resources, you'll help clients navigate complex financial landscapes while building lasting relationships. Our collaborative culture combines traditional expertise with innovative approaches to deliver exceptional client outcomes. If you're passionate about empowering clients to achieve their financial goals in a fast-evolving market, this role offers the perfect platform for growth and impact.
Tanggung Jawab
- Develop personalized financial plans aligned with client goals and risk profiles
- Conduct market research and analysis to identify investment opportunities
- Build and maintain strong client relationships through regular consultations
- Stay updated on financial regulations, products, and market trends
- Prepare and present comprehensive financial reports and recommendations
- Collaborate with cross-functional teams to deliver integrated solutions
- Meet performance targets for client acquisition and retention
Kualifikasi
- Bachelor's degree in Finance, Economics, or related field
- Minimum 2 years of financial advisory or wealth management experience
- Valid Capital Markets Services Representative License (CMSRL)
- Strong analytical skills with data-driven decision-making ability
- Excellent communication and presentation skills
- Proven track record in client relationship management
- Proficiency in financial planning software and CRM systems