Wealth Asset Specialist
3 days ago
An exciting opportunity for driven individuals to join our team as a Wealth Management Manager/Trainee and embark on a rewarding career journey.
- As a key member of our team, you will work closely with high-net-worth individuals (HNWIs) to develop personalized financial portfolios that align with their distinct needs and objectives.
- You will design and implement comprehensive financial plans, incorporating insurance and investment strategies to safeguard and grow clients' wealth.
- Through collaboration with listed companies and corporate clients, you will identify opportunities to deliver tailored business solutions that drive financial success.
- In addition to professional development, you will have the chance to participate in team-building and leadership initiatives to enhance your skills and contribute to our company's mission.
To excel in this role, you should possess:
- A strong academic record, including a degree from a reputable university.
- Minimum 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
- An energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
- Fluency in Mandarin is essential, with Cantonese being a valuable asset.
- QMAS, IANG, or TTPS visa holders are encouraged to apply.
Your primary responsibilities will involve:
- Determining client requirements and delivering expert financial guidance to optimize their wealth.
- Strategically managing clients' wealth assets through a range of financial and insurance products.
- Remaining current with market developments and trends to provide insightful recommendations to clients.
- Offering a comprehensive suite of financial services, including analysis, investment, savings, retirement, MPF, and risk management.
- Creating bespoke financial plans for HNW and PRC clients.
- Providing customized corporate solution planning for corporate clients.
- Ensuring seamless after-sales support to maintain excellent customer relationships.
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