Independent Wealth Management Consultant

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

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