Financial Planner
Core
Provide comprehensive financial planning advice and manage a portfolio of mass affluent clients to help them achieve long-term goals.
Role type
Financial Planner (IC)
Builds
Long-term client relationships and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning expertise, client acquisition, relationship management, networking, financial acumen
Preferred skills
Cantonese, Mandarin
Technologies
Investment platforms, credit solutions, everyday banking solutions
Responsibilities
Provide tailor-made financial planning advice, grow and maintain client portfolio, cultivate relationships with service partners and local markets