PRC Wealth Management Management Trainee / Manager / Director

Key Responsibilities

• Market and develop professional financial services provision to clients
• Provide wealth management & portfolio advice
• Assist with global asset allocation
• Offer investment planning
• Provide retirement planning
• Offer risk management planning
• Assist with China business
• Achieve professional destinations (CFPCM, ChFC, RFP, RFC, etc.)
• Acquire up-to-date financial knowledge
• Develop excellent interpersonal and communication skills

Requirements

Education

Bachelor's degree

Required Skills

• Self-motivated
• Hardworking
• Willing to learn
• Energetic
• Outgoing
• Good interpersonal skills
• Good communication skills
• Fluent in Mandarin