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International Wealth Management Client Advisor
2 months ago
As a key player in the International Wealth Management (IWM) sector, you will be responsible for:
- Business Development: Identify and secure new business opportunities to enhance the growth of the IWM division within the designated region.
- Client Solutions: Offer customized financial strategies to clients, utilizing a diverse array of financial instruments including equities, futures, bonds, mutual funds, and insurance offerings.
- Client Relationship Management: Foster and sustain strong relationships with clients to achieve sales objectives.
- Portfolio Assessment: Conduct regular evaluations of clients' financial needs and investment portfolios.
To be successful in this role, candidates should possess:
- A robust client network.
- Relevant licenses such as SFC RA1 and RA4; additional qualifications as a technical representative under the Insurance Authority are advantageous.
- A minimum of three years of pertinent experience in a securities brokerage or insurance sector.
- A sales-driven mindset complemented by an extensive client network.
- In-depth knowledge of financial products and market dynamics.
- Excellent communication and interpersonal abilities.
- Fluency in English, Cantonese, and Mandarin.
