F
FINANCIEX CONSULTANCY
Relationship Manager
Skills
Financial Planning
1 month ago
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Important information
Contract type:
Permanent
Location:
Hong Kong Island, Hong Kong
Work mode:
Onsite
Published on:
15 September 2026
What they need
Responsibilities:
- Expertise in Financial Planning and Retirement Planning, with a strong understanding of wealth management strategies
- Solid knowledge of Finance and Investments to provide sound advice and optimize client portfolios
Qualifications:
- Experience in Consulting, with excellent skills in needs assessment and bespoke financial solution development
- Proven ability to analyze market trends and make informed investment recommendations
- Proficiency in advanced financial tools and technologies
- Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA) are an advantage
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