Wealth Asset Management （personal / corporate)

Key areas of accountability for this role are:

• To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services
• To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;
• To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs;
• To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;
• To develop and maintain close relationship with clients and review their financial portfolios periodically 

Qualifications:

• Degree holder in Business, Finance, Economics or related disciplines;
• Strong communication, interpersonal skills & client relationship management;
• Mature, self motivated, energetic, outgoing and aggressive in driving business individuals;
• Fluent in Putonghua and background in mainland will be an asset;