Senior Wealth Management Professional
2 weeks ago
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 RoleAs 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
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
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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