AVP, Asset Allocation Planner (Wealth Product Department)

Responsibilities: 

• Responsible for the implementation of asset allocation services for the institution/team served

• Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities

• Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants

• Responsible for the production of auxiliary sales materials

 Requirements:

• Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc

• More than 5 years of work experience (inclusive), with experience in customer marketing at frontline

• Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities

• Active thinking and strong service awareness, customer awareness, learning ability and stress resistance

• Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit

• Possess relevant financial management qualifications/certificates

(Candidate with more experience will be considered as senior role.)