About the job

Wrise Financial Group is an asset and wealth management service provider with a focus on innovative and customized wealth planning solutions for high net worth individuals and families, as well as select institutions, including hedge funds and Listed Co. By working with partners across the financial ecosystem, we are dedicated to bringing diversified, reliable products and lifetime wealth planning services for our customers.

Job Responsibilities

- Provide the full suite of wealth management, asset management, trust and brokerage services to high net worth individual clients

- Develop market or explore long-term business relationship with potential customers

- Provide clients with access to specialists in wealth planning, capital advisory, corporate and private banking, as well as investment solutions and portfolio management

- Work with Asset Management team in developing solutions for clients seeking for the External Asset Management services (EAM)

- Become comfortable speaking about our entire range of products and services in investment management, wealth advisory, trust, offshore solutions, and capital advisory

- Enhance partnership within the financial ecosystem to strengthen our product offerings

Requirements

2 years of sales/relationship management experience, retail banking, corporate banking, insurance agency, private banking will be an advantage

Proven track record in client acquisition, asset gathering, asset growth and revenue generation

Excellent communication and negotiation skills

Attention to detail and the ability to think creatively and solve problems

Excellent understanding of financial markets and wealth management products

Strong focus on client servicing

Speaks fluent Cantonese/Mandarin/English, multilingual maybe beneficial but not necessary

*IANG are welcome.

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.