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Financial Advisor

Job Information

  • Post Date:2024-10-11
  • Location:Quarry Bay
  • Employment Type:Full time
  • Others:financial advisor
    insurance
    team
  • Job Function:Financial  Planning  

Job Description

 

1. Financial Planning: Assess clients' financial situations and develop customized financial plans.

2. Investment Advice: Provide recommendations on investment opportunities based on clients' risk tolerance and goals.

3. Retirement Planning: Assist clients in planning for their retirement and selecting appropriate retirement savings plans.

4. Risk Management: Evaluate clients' insurance needs and recommend suitable risk management strategies.

5. Tax Planning: Collaborate with clients' tax advisors to develop tax-efficient strategies.

6. Estate Planning: Assist clients in creating estate plans and minimizing estate taxes.

7. Client Relationship Management: Build and maintain strong relationships with clients, conducting regular portfolio reviews.

8. Market Research and Analysis: Stay informed about financial markets and identify potential risks and opportunities.

9. Compliance and Ethics: Adhere to industry regulations and ethical standards.

10. Continuing Education: Stay updated on industry trends and pursue professional development.

 

Requirements:

1. Degree in Accounting, Business Administration, Economics, or Finance: A strong educational background in any of these fields will provide you with a solid foundation for understanding financial concepts and analyzing investment opportunities.

 

2. Interest in Finance and Investment: we also value individuals who have a genuine interest in finance and investment. Passion for the field and a willingness to continuously learn and grow are highly regarded.

 

3. Professional certifications: Holding certifications such as CFA (Chartered Financial Analyst), CIIA (Certified International Investment Analyst), or CFP (Certified Financial Planner) will be given priority. 


Are you a dynamic and experienced Financial Advisor looking for flexibility and additional career opportunities? Join our team as a Financial Advisor and provide comprehensive financial planning, investment advice, retirement planning, risk management, tax planning, estate planning, client relationship management, market research, and continuing education services to our clients.

Company Info

Fame & Fortune Investment Consultancy Company

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