We're looking for highly motivated, energetic candidates to help High Net Worth clients manage their wealth.
 
If you have experience in wealth management and the ability to provide asset allocation strategies in both onshore and offshore investment products including bonds, stocks, mutual fund, hedged fund, and other alternatives, this could be the right opportunity for you! 

Responsibilities:

• To develop and retain good relationship with Wealth customer & prospects and generate business sales to achieve committed target
• Assess customer needs and determine the right products and refer appropriately
• Prepare and execute sales plan for prospect customer
• Execute and track own sale’s activities against goal
• Transform sales/services transaction into enhance customer relationship
• Maintain a current and proficient understanding of progressively complex products and services to increase sales productivity
• Ensure current and prospective customers have a consistent and superior experience
• Comply all policies and procedures to ensure the safety and security of Company’s and customer’s assets
• Follow all standard procedures to ensure acceptable audit rating for all Company’s products

Qualifications:

• Bachelor’s Degree or Master’s Degree in related field
• IC Complex1 License holder is a MUST
• Possess Investment Planner License (IP License) is a plus
• At least 5 years of experience
• Experience in private wealth, marketing optimization processes is an advantage
• Pleasant personality with good communication skills
• Good command of spoken and written English
• Good governance, Responsive, Accountability, Creativity, Enthusiasm