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Private Wealth Advisor/ RM

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Private Wealth Advisor/ RM

Tangspac Consulting (HK) Limited
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Job Highlights

  • Bachelor degree or above
  • Upright, humble, diligent with high moral values
  • Understanding of various financial market products

Our top tier Investment Bank client is looking for capable candidate to This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.

Job Description

1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.

2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.

3. Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.

4. Making full use of the company's unique resources to meet customers' diversified financial needs.

Qualification

1. Upright, humble, diligent with high moral values.

2. Bachelor degree or above;

3. Strong interest in financial industry and wealth management business;

4. Retail/personal business experience in financial industry is preferred;

5. Understanding of various financial market products. Excellent learning ability;

6. Client oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;

7. SFC and/or HKMA license holder;

8. Fluency in Mandarin, Cantonese and English is preferred.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Sheung Wan
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • N/A
Education
  • Master's degree
  • Degree

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