Executive Director Wealth Advisory
1 week ago
CIS Group 順安集團 is seeking an experienced financial professional to join its wealth management team. As an Associate Director, Wealth Management, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing tailored financial solutions to help them achieve their goals.
You will also lead and mentor junior associates, sharing industry insights and best practices to drive business growth and client satisfaction.
Key Responsibilities
- Develop and manage a portfolio of high-net-worth clients, providing customized financial solutions.
- Offer strategic investment and insurance planning to help clients achieve their financial goals.
- Lead and mentor junior associates, sharing industry insights and best practices.
- Drive business growth by expanding client networks and referrals.
- Stay ahead of financial market trends and new product developments.
Requirements
- 3-8 years of experience in financial planning, insurance, or wealth management.
- Proven track record in financial advisory, investment planning, or insurance sales.
- Strong communication and relationship-building skills.
- Ability to provide customized financial solutions to clients.
- Leadership potential and a desire for career advancement.
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