Advisor / Director - Wealth Management, Chinese Securities Firm

Job description

Our client is a renowned Chinese securities firm. They are looking for someone to join as an Advisor/Director in their Wealth Management team.

Job Duties & Responsibilities:

• Achieve personal performance targets by effectively managing various KPI indicators to balance process management, client relationships, and revenue goals.
• Focus on client development and maintenance, aiming to generate new assets under management (AUM) and revenue.
• Monitor global market trends and significant events, understand current selling points and business strategies, and maintain target clients to meet both personal and team performance objectives through standardized business practices.
• Prioritize daily client service by providing professional and compliant recommendations, ensuring clients' wealth management and asset allocation needs are fully addressed based on sound principles.
• Actively participate in internal and external training, as well as online and offline marketing activities, to enhance professional skills and client service capabilities.

Requirements

• Bachelor's degree or higher, preferably in Finance or a related field.
• A minimum of 5 years of experience in wealth management, with strong financial and sales skills, a keen interest in the wealth management industry, and a solid understanding of various financial market products.
• Fluent in both written and spoken Chinese and English.
• Holder of SFC and/or HKMA licenses.