Senior Wealth Management Professional

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full time
Job Overview

This is an exciting opportunity to join Click and Connect Online Limited as a Senior Wealth Management Professional. In this role, you will be responsible for working closely with clients to provide personalized financial planning and advice.

About the Role

As a Senior Wealth Management Professional, you will have the chance to work with high net worth individuals and families to help them achieve their financial goals. You will be advising on a range of areas including wealth management, pensions, lump sum investments, life insurance, and critical illness insurance.

Responsibilities
  • Provide personalized financial planning and advice to clients
  • Work closely with clients to understand their financial goals and objectives
  • Develop and implement customized investment strategies for clients
  • Monitor and review client portfolios to ensure they are aligned with their goals
Requirements

To be successful in this role, you will need to have a strong background in financial services, industry qualifications Level 3 and above, and excellent communication and interpersonal skills. You will also need to be able to work independently and as part of a team, and have a flexible and adaptable approach to work.

Benefits
  • A highly competitive salary estimated at $80,000 - $120,000 per year
  • Ongoing training and development opportunities
  • Generous trail earnings
  • Full support from a experienced team
  • A structured career path and exit strategy
Locations

We are seeking candidates who are based in Shanghai, China; Bangkok, Thailand; HCMC, Vietnam; or Hong Kong. If you are passionate about providing exceptional customer service and have a strong desire to succeed in a fast-paced environment, we would love to hear from you.



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