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香港職位

Finance Consultants Officer

Winship Consultants Limited

工作地點
香港 · 油尖旺
薪酬
HK$25,000–30,000 / 月
工作性質
全職
發布來源
Moovup

入職要求

學歷要求
Tertiary Education
口語要求
英語(精通)、普通話(精通)、粵語(精通)
書寫要求
繁體中文(精通)、簡體中文(精通)、英語(精通)

職位內容

Job Responsibilities: Provide expert financial advice and consultancy services to clients, including individuals and corporations. Analyze clients' financial situations, identify needs, and develop tailored financial solutions. Prepare and present financial reports, proposals, and investment strategies. Assist clients in planning and managing their financial portfolios to achieve their financial goals. Stay updated on market trends, financial products, and regulatory changes to offer informed advice. Build and maintain strong relationships with clients to ensure continued trust and business growth. Collaborate with internal teams to ensure comprehensive financial planning and service delivery. Monitor and review clients' financial plans and adjust strategies as needed. Conduct risk assessments and ensure compliance with relevant financial regulations and standards. Recruitment Requirements: Bachelor's degree in Finance, Economics, Business Administration, or related field; professional certifications (e.g., CFA, CFP) are a plus. Proven experience in financial consulting, investment advisory, or related roles. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to understand and interpret complex financial data and reports. Customer-focused attitude with the ability to build long-term client relationships. Proficiency in financial software and MS Office applications. Strong ethical standards and commitment to compliance and confidentiality. If interest this post, please send your CV to info.winship2@gmail.com
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