At Vanguard, we are looking for a Financial Advisor to join our team and provide support to our clients in the management of their finances. We are looking for a person who is passionate about helping our clients reach their financial goals and providing them with the best advice. The ideal candidate should have superior knowledge in financial planning, investments, and risk management, as well as excellent customer service and communication skills. We believe that the right candidate will be a dedicated and knowledgeable professional who will be driven to provide our clients with the best advice about their finances.
Responsibilities:
- Analyze clients’ financial circumstances, objectives, and needs to develop suitable financial plans
- Provide in-depth advice on investment strategies, portfolio management, and risk management
- Create customized investment plans to meet clients’ individual needs and objectives
- Monitor and review clients’ financial portfolios to ensure that they remain consistent with the agreed-upon plans
- Establish and maintain relationships with clients to ensure ongoing satisfaction
- Keep up-to-date on the latest financial trends, regulations, and products
- Educate clients on financial matters and provide guidance on making informed decisions
- Facilitate transactions and investments
- Ensure compliance with all applicable regulations, laws, and guidelines
- Provide superior customer service and communication to clients
Ability To Work Independently
Knowledge Of Financial Markets And Products
Cfp Or Equivalent Certification
Bachelor's Degree In Finance Or Related Field
Excellent Communication And Organizational Skills
Ability To Give Sound Financial Advice
+ Years Of Experience As A Financial Advisor
Ability To Develop Individualized Investment Plans
Budgeting
Risk Management
Planning
Communication
Financial Modeling
Client Service
Analytics
Portfolio Management
Regulatory compliance
Trading
wealth management
Asset allocation
Retirement planning
Investing
Taxation
Communication
Decision Making
Leadership
Problem Solving
Time management
Interpersonal Skills
Organization
Teamwork
Positive Attitude
Adaptability
According to JobzMall, the average salary range for a Financial Advisor in Hong Kong is between HK$48,000 to HK$200,000 per year. The salary range can vary depending on the qualifications, experience, and skills of the individual. Some Financial Advisors can earn up to HK$400,000 a year.
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The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.
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