Wealth Management Manager 
20K~50K
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香港财富咨询顾问区域有限公司
香港财富咨询顾问区域有限公司
投递简历
投递简历
岗位职责：
Job description Provides Financial Strategies for Clients, Identifies Objectives and Constraints Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills Conducts Investment Research and Stays Informed of Developments in the Growing Portfolio Management Industry Grows Book of Business through Identifying Value-Added Services for Clients Combining the Respective Areas Expertise Learns Relationship Management and Communication Techniques through Utilizing the Full Capabilities of the Organization Participates in Ongoing Training and Development Sessions Job requirement Good communication and interpersonal skills to build long-term relationships with clients; Empathy and quick thinking skills to provide comprehensive solutions; Time management and organizational skills to effectively handle multiple tasks simultaneously. The following qualifications are preferred Relevant academic backgrounds, such as global finance, financial planning, etc.; Relevant experience, such as insurance or banking or consulting; Relevant licenses, such as securities or insurance licenses.
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企业营业执照已通过 平台认证
以上资料仅供参考，请求职者 规避求职风险
