Independent Wealth Management Consultant

CREATOM; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

CREATOM, a rapidly expanding wealth management firm, seeks an Independent Wealth Management Consultant for an on-site role in Hong Kong. You will provide personalized financial guidance and implement tailored strategies to help clients achieve their financial goals.

Daily tasks include financial planning, investment analysis, retirement planning recommendations, and delivering consultation sessions. You will collaborate with other financial intermediaries to offer a diverse range of solutions

Qualifications

• Experience in wealth management or related financial services.
• Fluency in English; Mandarin or Cantonese is a plus due to regional clientele.
• Excellent communication and interpersonal skills for client advisory.

Responsibilities

• Provide personalized financial guidance and implement tailored strategies for clients.
• Conduct financial planning, investment analysis, and retirement planning recommendations.
• Deliver consultation sessions and engage with other financial intermediaries to offer diverse solutions.

Job description

We are a rapidly expanding wealth management firm headquartered in Singapore, with offices across Asia, including Hong Kong, Tokyo, and Dubai. Specializing in personalized wealth management, the firm leverages a diverse team of client advisors and investment specialists supported by advanced technology. We provide comprehensive financial services, from advisory to execution, helping clients manage and protect their wealth. With access to over 150 financial intermediaries across eight booking locations, We connect clients to global financial opportunities through its extensive network of partnerships.

Role Description

This is a full-time, on-site role based in Hong Kong for an Independent Wealth Management Consultant. The role involves providing personalized financial guidance and implementing tailored strategies to assist clients in achieving their financial goals. Daily responsibilities include financial planning, investment analysis, retirement planning recommendations, and delivering consultation sessions. Consultants will also engage with other financial intermediaries to provide clients with a diverse range of solutions and investment opportunities.

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