Financial Expert
2 weeks ago
We are seeking a highly skilled and experienced Financial Expert to join our team as a Chinese Market Specialist. As a key member of our wealth management team, you will play a vital role in building and maintaining strong relationships with high-net-worth individuals and families in the Chinese market.
Key Responsibilities:- Relationship Building: Develop and maintain strong, trusting relationships with clients through exceptional service and personalized financial advice.
- Strategic Advice: Provide tailored investment management, estate planning, and risk management strategies to meet the unique needs of Chinese families.
- Portfolio Monitoring: Analyze and optimize investment portfolios to ensure they align with clients' goals and objectives.
- Market Research: Conduct in-depth research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
- Team Collaboration: Work closely with internal teams to deliver comprehensive solutions to clients, including investment analysts, legal advisors, and compliance officers.
- Client Education: Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
- Industry Network: Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.
- Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is a plus.
- Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
- Strong understanding of financial markets, investment strategies, and wealth management principles.
- Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
- Proven ability to build trust and rapport with high-net-worth individuals and families.
- Strong analytical and problem-solving skills with a client-centric approach.
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health insurance plans.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment.
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