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.
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
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