Job Responsibilities: Provide expert financial services to clients, including wealth management & portfolio guidance, investment strategy, retirement planning, and risk management.
Drive expansion into the Chinese market by delivering offshore wealth management services to MCV clients.
Gain access to an existing client base to facilitate business growth.
Monitor and analyze clients' financial situations, developing customized solutions to meet their needs.
Recruit and develop promising financial planners to build and lead your own professional team.工作职责:为客户提供专业金融服务,涵盖财富管理与投资组合建议、投资策略、退休规划及风险管理等领域。开拓中国市场,为普通话客户提供离岸财富管理服务。公司提供现有客户资源,助力业务发展。跟踪分析客户财务状况,量身定制解决方案,满足客户需求。招募具潜力的理财顾问,建立并带领自己的专业团队。Job Requirements: Higher Diploma / Associate Degree or above of any discipline.
Aggressive, outgoing and work independently.
Candidates with IANG, TTPS & QMAS are welcomed.
