Team Director, Wealth Advisory (China Desk)
Full-time
Director/C-Level
5 days ago
Responsibilities
Provide investment products and investment advice to the affluent public, primarily the Chinese clients;
Establish or refine int.....
Responsibilities
- Provide investment products and investment advice to the affluent public, primarily the Chinese clients;
- Establish or refine internal processes related to the company's systems or services, or any value-added services;
- KPI assessment will be based on sale performance.
Requirements
- Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
- Proficiency in Mandarin to serve Chinese clients;
- Relevant work experience in wealth management, with a passion for the wealth management industry;
- Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interaction effectively, and strong sales skills;
- Show integrity and a strong sense of responsibility, able to learn fast and present high level of customer centricity mindset.
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