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Financial Advisor (Taiwan)

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Taiwan

Offer summary

Qualifications:

Proven experience as Financial Advisor or similar role., Ability to analyze financial data and provide appropriate advice..

Key responsabilities:

  • Provide strategic financial advice and develop solid financial plans.
  • Assess client's financial situation and guide them towards profitable decisions.
  • Cultivate client base, generate leads, and sell financial products.
  • Keep up with industry trends and regulations, update financial plans accordingly.
Intellect logo
Intellect Startup https://intellect.co/
51 - 200 Employees
About Intellect
Intellect's mission is to make mental healthcare & wellbeing support accessible for everyone. We do this by marrying technology with a human touch in a single platform, delivering end-to-end wellbeing support for individuals and organisations alike. For organisations who are looking to safeguard employee wellbeing amidst the new hybrid workspace, Intellect equips workforces with our clinically-validated approach to personalise the right care your employees need. For individuals who wish to address personal and professional challenges, Intellect's self-care platform and 1-1 coaching & therapy sessions enable our clients to scale obstacles and lead their best life. Today, Intellect is the largest and fastest growing mental health tech company in Asia Pacific. Over 3 million members and leading organisations globally trust Intellect to provide personalized, evidence-based wellbeing support. Intellect was also selected as one of Google’s Best Apps of 2020. We're backed by leading investors including Tiger Global, Insignia Ventures Partners, Y Combinator, HOF Capital, K3 Ventures, JAFCO, Headline, East Ventures, MS&AD Ventures, and an extensive list of family offices, big tech executives & renowned angel investors.
See more Intellect offers

Job description

You will be a financial advisor on our virtual platform, where your role is to support our clients' financial health and growth based on their individual needs and goals. This is delivered through scheduled text-based and video consultations on our platform.

This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or private practice.

We're seeking to partner with experienced Financial Advisors and Finance Coaches to be part of a community working collaboratively to provide strategic financial advice, develop solid financial plans, and guide clients towards profitable and secure financial decisions.



What You’ll Do:

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements

  • Proven working experience as a Financial Advisor, Finance Coach,  or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Able to communicate in English and local language
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • BS degree in Finance or related field

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Quality MonitoringCustomer Relationship ManagementCustomer CentricityZendeskPerformance MeasurementConflict ResolutionQuickbase

Other Skills

  • Verbal Communication Skills
  • Coaching
  • Team Management
  • Leadership Development
Are you interested?

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