Financial Consultant
4 days ago
Job Summary
We are seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will be responsible for strengthening relationships with existing clients and bringing in new client resources.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services.
- New Business Development: Support senior sales to bring in new client resources and establish long-term relationships with new clients.
- Portfolio Monitoring: Formulate appropriate solutions and provide suitable financial products and services to meet clients' wealth management needs and risk appetite.
- Ad-Hoc Duties: Perform ad-hoc duties as assigned by supervisor or management.
Requirements:
- Education: Degree holder in Business, Finance or related discipline(s).
- Experience: Minimum 1 year of relevant experience in wealth management; previous experience in private banking/wealth management or HNW clients focus is highly preferred.
- Language Skills: Good command of written and spoken English and Chinese (Cantonese and Putonghua bilingual preferred).
- Industry Knowledge: Familiarity with stock markets and financial products.
- Personal Qualities: Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.
- Licenses: SFC license holder (or passing relevant test).
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