Wealth Management Manager

Our subsidiary First Shanghai Wealth Management Limited is looking for highly driven individuals who are motivated to grow and excel with the company.

Job Description

Key responsibilities

• Market development, managing high-net-worth client portfolios, and providing professional asset allocation advice.

• Establish and maintain long-term relationships with high-net-worth individuals.

• Provide comprehensive financial planning, investment consulting and insurance solutions.

• Monitor client’s investment portfolios and adjust strategies based on market trends and client needs.

Requirements

• Diploma or above in banking or financial services

• License holder of SFC, IIQE or MPF

• Good knowledge in both financial products and insurance products

• Proven ability to build and maintain relationships with high-net-worth clients.

• Good insight in investment strategies and market trends.

• Strong analytical and problem solving skill

• Good communication skill and interpersonal skill.

• Proficiency in English and Chinese (fluent Mandarin is essential for communication with mainland clients).

• IANG candidates with strong networks are welcome