Salary: 
Negotiate + good benefit
Job type: 
Location: 
Reference: 
susan.ho@firstrecruitment-asia.com
Expired date: 
Saturday, July 31, 2021

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
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