Wealth Management Lead
2 months ago
Key Responsibilities
- Maintain solid relationships with high-net-worth clients and their families, providing expert wealth management advice and ensuring their financial goals are met.
- Analyze clients’ financial situations, identifying areas for improvement and opportunities for growth, to develop tailored wealth management strategies.
- Collaborate with colleagues to implement these strategies, utilizing a range of financial products and services to meet clients’ needs.
- Stay up-to-date with market trends and regulatory changes, ensuring clients’ wealth management plans are always aligned with the latest developments.
- Build and maintain strong relationships with clients, providing exceptional service and support to ensure their continued satisfaction and loyalty.
Requirements
- Degree in Business, Finance, or a related field, with at least 4 years of experience in wealth management or a related field.
- Strong knowledge of financial products and services, including investments, insurance, and trusts.
- Ability to analyze complex financial situations and develop tailored wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Proficiency in Mandarin and English, with the ability to communicate effectively with clients and colleagues.
- CACS 1 & 2 certifications and relevant CMFAS papers.
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