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Financial Planner, Shanghai

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

China

Offer summary

Qualifications:

5+ years experience as a Financial Advisor, Certified with CFP, CFA or equivalent, Transferable client base and AUM, Strong communication and interpersonal skills.

Key responsabilities:

Build and maintain strong client relationships
Conduct comprehensive financial evaluations
Create customized financial plans
Monitor clients' financial progress
Stay informed about industry trends

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/

11 - 50 Employees

See more Independent Resourcing Consultancy offers

Job description

Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.

The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial security.

This opportunity in Shanghai includes the following highlights:

- Collaborate with a leading and globally recognized Wealth Management firm.

- Offer expert financial advice to a diverse clientele, supporting them in attaining their financial objectives and securing their financial futures.

- Utilize your experience and qualifications, such as CFP, CFA, or other relevant certifications.

- 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 personalized 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.

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.

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 exciting opportunity in Shanghai.