Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining needs and providing solutions through the sales of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Managed products and services (mutual funds, retirement savings plans) and personal/commercial banking products via referrals
Domain
Retail Banking / Personal Investment
Deliverable
product features
Required skills
Financial planning, investment strategy, needs assessment, business development, relationship management, regulatory compliance, data analysis
Preferred skills
Cantonese language proficiency, advanced knowledge of financial industry, specialized education or experience
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Proactively engage with new and existing customers to identify opportunities; Implement business development strategies to acquire new business; Generate referrals for banking and investment products; Develop and implement relationship management plans; Respond to customer investment requests; Maintain current knowledge of investment products and trends; Execute work to deliver timely and efficient service; Comply with regulatory, legal, and ethical requirements.
Seniority
Mid-level (3-5 years experience)
