Wealth Adviser

Key Responsibilities:

• Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
• Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
• Identifying new business opportunities through networking, referrals and outreach efforts.
• Conducting financial reviews and keep abreast of customer needs.
• Delivers support to clients, within and beyond office hours.
• Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.

Requirements:

• Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors.
• Excellent interpersonal and communication skills, both verbal and written.
• Good command of spoken and written English and conversant in Chinese language to liaise with Chinese speaking associates or clients.
• Client-oriented, pleasant, meticulous and obliging disposition.
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
• Certificates or exemptions from CMFAS/IBF modules will be advantageous.
• Candidates without working experience may apply.