King View Human Resources Limited Hiring! Full Time Financial Planner in Hong Kong Island, Hong Kong - Ricebowl

About the role

As a Financial Planner, you will play a vital role in providing comprehensive financial planning services to our valued clients. In this full-time position based in Quarry Bay, Eastern District, you will be responsible for creating tailored financial strategies that help our clients achieve their short-term and long-term financial goals.

What you'll be doing

1. Conduct thorough financial assessments to understand clients' unique financial situations, goals and risk profiles

2. Develop comprehensive financial plans that incorporate investments, insurance, retirement planning and tax strategies

3. Present financial plans to clients, explaining recommendations and strategies in a clear and engaging manner

4. Implement and monitor agreed financial plans, making adjustments as needed to ensure clients achieve their objectives

5. Stay up-to-date with industry regulations, market trends and product developments to provide clients with the most relevant and current advice

6. Build and maintain strong, trusted relationships with clients through excellent communication and service

What we're looking for

1. Minimum 1 years' experience as a qualified Financial Planner in the banking and financial services industry

2. Strong understanding of financial planning principles, investment products, insurance solutions and tax planning

3. Excellent communication and interpersonal skills to effectively engage with clients from diverse backgrounds

4. Highly organised and detail-oriented, with the ability to multitask and prioritise effectively

5. A commitment to providing exceptional client service and upholding the highest standards of ethical conduct

What we offer

We are dedicated to supporting the professional and personal growth of our employees. We offer a range of competitive benefits, including:

1. Generous base salary and performance-based bonuses

2. Opportunities for career development and advancement

3. Flexible working arrangements and a positive work-life balance

4. A collaborative and inclusive company culture

About us

We are a leading provider of financial planning and wealth management services in Hong Kong. With a strong focus on client-centric solutions, we have built a reputation for delivering exceptional results and fostering long-term, trusted relationships with our clients. Join our dynamic team and be a part of our continued success.

Apply now to become our next Financial Planner and start your rewarding career with King View Human Resources Limited.