Seeking an experienced Senior Financial Advisor to manage an established portfolio, deliver comprehe
岗位职责
Manage an established portfolio of clients and deliver comprehensive financial advice across savings, investments, retirement planning, and protection.
Conduct detailed financial reviews and design strategies aligned with client goals.
Proactively manage and grow the client portfolio through relationship management.
Maintain strict adherence to compliance and regulatory standards.
Collaborate with internal administration and paraplanning teams to ensure seamless service delivery.
申请条件
QFA designation is essential.
5+ years’ experience in a financial advisory or planning role.
Strong knowledge of pensions, investments, and tax-efficient strategies.
Excellent communication, relationship-building, and organizational skills.