Key Responsibilities And Duties:
Tailors Investment Strategies for Clients, Identifying Objectives and Constraints
Learns Team Management through Utilizing the Full Capabilities of the Organization
Reviews Client Information, including Financial Statements & Risk Investment Profile
Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards
Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services
Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management
Benefits:
Client Base provided
Quarterly Bonus and Year End Bonus
Initial training and On-Job training provided
Transparent Career Path to Management Level
Life and Medical Insurance
We offer attractive benefits packages and excellent career development opportunities.
Salary | 25,000 - 90,000 / month |
Benefit |
|
Job Function | |
Location |
|
Work Model |
|
Industry | |
Employment Term |
|
Experience |
|
Career Level |
|
Education |
|
Require to Travel |
|
Reborn是一家專注於為高淨值客戶提供全方位財富管理與傳承解決方案的金融服務公司。我們以專業、定制化和私密性為核心,致力於幫助客戶實現資產增值、風險規避與家族財富的永續傳承。
專業團隊,卓越服務
Reborn匯聚了來自金融、法律、稅務等領域的資深專家與業界精英,團隊成員均擁有頂尖學府背景及超過20年的行業經驗。憑藉深厚的專業知識與廣泛的全球資源網絡,我們能夠精準洞察市場動態,為客戶量身定制涵蓋稅務優化、遺產規劃、資產配置及家族信託、海外升學等多元化服務,確保每一份方案都貼合客戶的獨特需求與長遠目標。
以客戶為中心,守護財富未來
我們深知高淨值人群對隱私、安全與個性化服務的重視,因此始終以客戶利益為先,通過嚴謹的分析與創新的金融工具,助力財富穩健增長與跨代傳承。在Reborn,客戶不僅是合作夥伴,更是我們長期價值共創的同行者。
立足當下,遠見未來——Reborn與您攜手,成就財富的歷久彌新。
Download the CTgoodjobs app