Job Responsibilities

• Demonstrate expertise in cash flow analysis, investment strategy, financial planning, income protection, asset protection, and finance strategy.
• To provide in-depth insight into the nuances of strategic financial planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to internal management.
• Collaborate effectively with local management Team to prioritize financial planning engagements
• Assist Business Department Head with supporting and consulting to articulate the financial goals in line with Company business Strategy.
• Facilitate business growth by driving client loyalty and compliance.
• Work closely with other department Business head to provide the corporate sophisticated solutions into the client's financial picture
• Drive goals-based wealth management strategy with Financial Advisors and their clients
• Deliver exemplary service and financial guidance to clients, including the recommendation of suitable investments and proposed financial strategies
• Comply with all regulatory requirements, including licensing and registrations.
• Complete proprietary training in securities planning disciplines,financial investment strategies, and product suitability.

Must Haves:

• 5+ years management in finance or relevant industry.
• Experience contributing to strategic cash flow analysis, investment strategy, financial planning, income protection, asset protection mângement.
• Well-Understanding of specific finance industry & client objectives.
• Experience solving complex problems with data planning and management.
• Experience working with cross-functional teams, stakeholder business management .
• Track record of influencing behavior at a variety of levels in the organization, including cross-functional managers.
• Great Communication and presentation skills.
• Flexible team player who thrives in a fast-paced, often working environment and teamwork spirit.

Education:

• Master/ Bachelor of Finance or relevant degree preferred.

For more the information please contact Ms Susan:

• Email: susan.ho@firstrecruitment-asia.com
• Tel: 028 3915 4343