Financial Portfolio Manager
4 days ago
A career-defining role for ambitious professionals seeking to build a successful career in wealth management.
- Work closely with high-net-worth individuals (HNWIs) to create tailored financial portfolios that meet their unique needs and goals.
- Develop and implement comprehensive financial plans, incorporating insurance and investment strategies to ensure optimal wealth protection and growth.
- Collaborate with listed companies and corporate clients to provide bespoke business solutions that drive financial performance and success.
- Participate in team-building and leadership development opportunities to enhance your skills and contribute to the company's vision.
To succeed in this role, you will need:
- Strong educational background with a degree from a reputable university.
- At least 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
- Energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
- Proficiency in Mandarin is a must, with Cantonese being a valuable asset.
- QMAS, IANG, or TTPS visa holders are welcome to apply.
Your responsibilities will include:
- Identifying client needs and providing expert financial advice to optimize their wealth.
- Managing clients' wealth assets through strategic financial and insurance product selection.
- Staying up-to-date with the latest market trends and news to provide informed insights to clients.
- Delivering comprehensive financial analysis, investment, savings, retirement, MPF, and risk management services.
- Designing high-end financial plans for HNW and PRC clients.
- Providing corporate solution planning for corporate clients.
- Ensuring exceptional after-sales service to maintain strong customer relationships.
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