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Independent Wealth Management Consultant - WRISE
Distrito de Wan Chai, Hong Kong (RAE)
2026-02-09
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Powered by ClaudeDay-to-day tasks include client consultations, financial analysis, investment research, product selling and execution of wealth management strategies. Relevant certifications such as IA, SFC, CFP, CFA, or similar Bachelor's degree in Finance, Economics, Business, or related field Experience in wealth management or financial advisory roles Show less [{"type":"people_also_viewed","href":"https://hk.linkedin.com/jobs/view/assistant-dealing-manager-wealth-management-at-clsa-4370651247","jobId":"437…
Job description
Day-to-day tasks include client consultations, financial analysis, investment research, product selling and execution of wealth management strategies. Relevant certifications such as IA, SFC, CFP, CFA, or similar Bachelor's degree in Finance, Economics, Business, or related field Experience in wealth management or financial advisory roles Show less [{"type":"people_also_viewed","href":"https://hk.linkedin.com/jobs/view/assistant-dealing-manager-wealth-management-at-clsa-4370651247","jobId":"4370651247","label":"Assistant Dealing Manager, Wealth Management"},{"type":"people_also_viewed","href":"https://hk.linkedin.com/jobs/view/assistant-finance-manager-retail-broking-wealth-management-finance-at-clsa-4370616157","jobId":"4370616157","label":"Assistant Finance Manager - Retail Broking & Wealth Management, Finance"},{"type":"people_also_viewed","href":"https://hk.linkedin.com/jobs/view/%E8%B4%A2%E5%AF%8C%E7%AE%A1%E7%90%86%E7%BB%8F%E7%90%86-hk-at-cjol-com-4164847257","jobId":"4164847257","label":"财富管理经理 (HK)"},{"type":"people_also_viewed","href":"https://hk.linkedin.com/jobs/view/%E8%B4%A2%E5%AF%8C%E7%AE%A1%E7%90%86%E7%BB%8F%E7%90%86-%E5%85%A8%E5%9B%BD-at-cjol-com-4164692277","jobId":"4...
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