Relationship Manager

FINANCIEX CONSULTANCY; Hong Kong; On-site; HKD 360,000 - 720,000; Full time

Job summary

FINANCIEX CONSULTANCY is seeking a skilled financial planning consultant to deliver expert guidance in retirement planning and wealth optimization for diverse client portfolios in Hong Kong.

The ideal candidate combines strong knowledge of finance and investments with proven consulting experience, excels at needs assessment, and develops bespoke solutions using advanced financial tools and technologies. A finance-related degree and certifications such as CFP or CFA are advantageous.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; CFP/CFA certifications advantageous.
• Experience in Consulting with needs assessment and bespoke financial solution development.
• Ability to analyze market trends and provide informed investment recommendations.
• Proficiency in advanced financial tools and technologies.
• Solid knowledge of Finance and Investments to optimize client portfolios.

Skills

Financial planning

Retirement planning

Wealth management

Market analysis

Investment recommendations

Consulting experience

Financial tools

Education

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

CFP/CFA certifications (advantage)

Tools

Advanced financial tools

Job description

Expertise in Financial Planning and Retirement Planning, with a strong understanding of wealth management strategies

Solid knowledge of Finance and Investments to provide sound advice and optimize client portfolios

Qualifications:

Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development

Proven ability to analyze market trends and make informed investment recommendations

Proficiency in advanced financial tools and technologies

Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA) are an advantage