Strategic Financial Advisor
3 days ago
Tangspac is a premier provider of financial services, catering to the needs of high-net-worth individuals, their families, family offices, and corporates. Our team of experts is dedicated to understanding client requirements and identifying investment opportunities that align with their goals.
Key Responsibilities
- Develop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to Tangspac.
- Provide investment advisory and asset allocation services tailored to individual client needs.
- Offer trading and execution services for equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.
Client Focus
We prioritize delivering exceptional client service, ensuring a personalized experience through various tools and services. Our team works collaboratively to address client inquiries and provide guidance on wealth planning and preservation strategies.
Requirements
To excel in this role, you will possess:
- In-depth knowledge of Chinese and international capital markets, major investment instruments, and Tangspac's product offerings.
- Strong understanding of client investment needs and orientations.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- A client-centric approach, driven by a passion for delivering exceptional results.
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