Responsibilities:
• Collaborate in acquiring and leading client relationships, providing advice on a broad range of investment portfolios/ products and services needs of clients.
• Advise on leading investment product portfolios, tailored solutions and advisory approach for our clients.
• Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
• Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their wealth.
Qualifications:
- Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
- 7+ years of experience in wealth management
- IC Complex License is required
Good command in English.
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