Intellect is hiring a
Financial Advisor, Remote - Taiwan
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Financial Advisor
🏢 Intellect
💵 ~$50k-$63k
📍Taiwan
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Summary
The job involves acting as a financial advisor on a virtual platform, providing strategic financial advice, developing financial plans for clients, and building relationships with them. The role is freelance, remote, and flexible, with local candidates preferred but others considered. A background in finance is required, along with strong communication skills and PC knowledge.
Requirements
- Proven working experience as a Financial Advisor, Finance Coach, or relevant experience
- Track record of successful financial guidance
- Ability to analyze market’s financial data and provide appropriate data-based advice
- Able to communicate in English and local language
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- BS degree in Finance or related field
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards profitable and secure financial decisions
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Benefits
Freelance, remote role with flexibility to decide business hours
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Please let Intellect know you found this job on JobsCollider. Thanks! 🙏