Institutional Wealth Advisor
15~20K 人民币/每月
全职
经验不限
刷新于 10 个月前
237 查看
44 申请
上海
分享
工作职责
Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
Provide investment advisory and asset allocation services.
Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
Assist clients on wealth planning and preservation through various tools and services.
Work in a highly dedicated and professional team environment.
职位要求
Sufficient knowledge on the major international capital markets, investment instruments and the firm’s products and services.
Understand the client’s investment need and orientation.
Skills and Abilities
Client service driven.
Passionate for front line sales roles and interested in financial market.
Effective communicator.
Excellent interpersonal skills and team player.
Highly disciplined and self-motivator.
Good Mandarin and English.
Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
Bachelor’s degree in relevant majors, preferably an MBA degree holder.
Relevant license.
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