Hong Kong Independent Wealth Advisor – Cross-Border Solutions

CREATOM; Hong Kong; On-site; HKD 480,000 - 680,000; Full time

Job summary

CREATOM, a rapidly expanding wealth management firm, seeks an Independent Wealth Management Consultant for its Hong Kong on-site team. You will provide personalized financial guidance, craft tailored strategies, and collaborate with financial intermediaries to deliver a wide range of investment opportunities.

The ideal candidate has strong planning and client-advisory skills and a background in wealth management. Fluency in English is required, with Mandarin or Cantonese a plus.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Investments.
• Strong foundation in Finance and Consulting skills.
• Proven ability to develop customized financial strategies.
• Exceptional communication and interpersonal skills for client advisory.
• Track record of experience in wealth management or related financial services.
• Proficiency in working with cross-border financial solutions.
• Relevant certifications (e.g., CFP, CFA) are an advantage.
• Bachelor's degree in Finance, Business, Economics, or a related field.
• Fluency in English; proficiency in Mandarin or Cantonese is a plus due to regional clientele.

Responsibilities

• Provide personalized financial guidance and implement tailored strategies.
• Engage with other financial intermediaries to offer clients diverse solutions.
• Conduct financial planning and investment analysis for clients.
• Deliver consultation sessions and help clients achieve financial goals.

Skills

Financial Planning

Retirement Planning

Investments

Finance

Consulting skills

Communication

Cross-border solutions

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

CREATOM, a rapidly expanding wealth management firm, seeks an Independent Wealth Management Consultant for its Hong Kong on-site team. You will provide personalized financial guidance, craft tailored strategies, and collaborate with financial intermediaries to deliver a wide range of investment opportunities.

The ideal candidate has strong planning and client-advisory skills and a background in wealth management. Fluency in English is required, with Mandarin or Cantonese a plus.