UK Financial Advisor
JAM Recruitment Limited
Hong Kong
8天前

Key skills for this job

This growing services firm is actively seeking a UK Financial Advisor to be based at their Hong Kong office.

UK Financial Advisor - Hong Kong

Location : Hong Kong

Salary : Negotiable + Bonus + Benefits

Ref No : AS / 69007 / GM

This growing services firm is actively seeking a UK Financial Advisor to be based at their Hong Kong office. The purpose of the role is to support the Hong Kong Director in generating new business and in advising and managing existing UK clients.

The role is a hybrid of Para-planner and Adviser and will involve approximately 40% client time and 60% administration and technical work.

The Role

  • Management and preparation of client's files
  • Locate opportunities for planning and offer relevant solutions
  • Present investment solutions to clients
  • Liaise with internal departments
  • Prepare detailed suitability reports including cash flow and retirement planning analysis
  • Build and main long-term client relationships
  • The Person

  • Financial planning qualifications, desirable but not essential
  • Experience working with Private UK Clients, highly desirable
  • Experience working with discretionary portfolio management , highly desirable
  • Excellent communication both written and verbal and organisational skills
  • Work well as part of a team as well as on his / her own
  • Excellent customer care skills and be well spoken and well presented
  • Computer literate with good knowledge of MS Office and any CRM packages
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