Investment Solutions Expert
5 days ago
A challenging and rewarding role for motivated individuals seeking to build a successful career in wealth management.
- You will work closely with high-net-worth individuals (HNWIs) to develop personalized financial portfolios that align with their unique needs and objectives.
- As a key member of our team, 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 performance.
- In addition to professional growth, 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.
- Have at least 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
- Demonstrate an energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
- Be fluent in Mandarin, with Cantonese being a valuable asset.
- Hold a QMAS, IANG, or TTPS visa.
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 trends and developments 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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