China Licensed Personal Finance Coach

Job Summary

To support the expansion of personal finance offerings in China, the part-time China Licensed Personal Finance Coach will develop localized content, facilitate financial education workshops, and contribute to product innovation, all while working remotely with occasional domestic travel.

Key responsibilities

• Develop and localize content for personal finance topics relevant to the Chinese market
• Facilitate workshops, webcasts, and one-on-one meetings to enhance individuals' financial habits
• Conduct research and contribute to articles on trends in personal finance

Required qualifications

• Minimum of 10 years of industry experience with a preference for Certified Financial Planner (CFP) or Associate Financial Planner (AFP) certification
• Thorough knowledge of financial planning aspects for the Chinese population
• Fluency in both English and Mandarin
• Experience in leveraging technology for effective information delivery
• Strong initiative and flexibility to thrive in a fast-changing environment