Wealth Advisor 財富管理顧問 - SVP / VP / AVP / Senior Manager

Wealth Management serves and deliver an advice-based value proposition to a full range of client segment from mainstream to high net worth individuals (HNWs) and institutional, with a full suite of investment, trust and other wealth management solutions including financial planning through various distribution channels and third-party distributors. 

Key areas of accountability for this role are:

• To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;
• To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;
• To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs;
• To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;
• To develop and maintain close relationship with clients and review their financial portfolios periodically 

More reasons to choose Core Pacific – Yamaichi Wealth Management:

• State of the art facility & collaborative working environments;
• Warm coaching, flexible schedule and elite training to ensure success;
• Competitive compensation and Ultimate business opportunities in the region.

Qualifications:

• Degree holder in Business, Finance, Economics or related disciplines;
• Strong communication, interpersonal skills & client relationship management;
• Mature, self motivated, energetic, outgoing and aggressive in driving business individuals;
• Fluent in Putonghua and background in mainland will be an asset;
• Holder of SFC (Type1 & 4) and IIQES licenses would be an advantage.