工作地点:香港&上海

岗位职责:
1、为高净值个人和机构客户提供专业的境外投资服务与财富管理咨询,完成公司的业务指标;
2、与客户进行及时有效的业务联络及投资咨询建议,提供全面的金融理财服务,保证客户的资产安全及保值增值;
3、通过各种渠道开发境外投资的新客户,并维护好现有客户关系,提升公司资管品牌与资产管理规模。

岗位要求:
1、在金融投资咨询、财富管理等行业具备丰富的渠道资源与客户资源,对全球投资产品(如基金、债券、股票等)有深入理解,具备评估和销售海外金融产品的能力;
2、具备丰富的家族办公室、私人银行或保险行业的工作经验,特别是在境内外高端产品的销售和服务;
3、能够独立开发高净值客户,有针对境外投资的高效客户转化策略;
4、英语流利,口语和书面表达能力强,能有效进行商务沟通交流及谈判;
5、持有基金从业资格证书或金融规划师认证(如AFP、RFP、CFP)优先考虑。

公司提供的资源:
1、全球财富管理团队提供全方位的技术支持;
2、我们是香港1、4、9号牌资产管理公司;
3、我们与一些全球顶尖的私人银行和资产管理机构有深度合作,例如:花旗银行、摩根士丹利、摩根大通、DBS、UBS、UBP、新加坡银行、罗素、霸菱等;
4、我们的员工有机会参加全球各大私人银行的研讨会和活动;
5、如果您是优秀的候选人,公司会为您提供在香港工作的签证支持。

Senior Wealth Management Sales Manager/Sales Account Manager
Location: Hong Kong& Shanghai

Job responsibilities:
1. Provide professional overseas investment services and wealth management consulting for high net worth individuals and institutional clients, and complete the company's business targets;
2. Provide timely and effective business contacts and investment advice with customers, and provide comprehensive financial services to ensure the safety of customers' assets and maintain and increase their value;
3. Develop new customers for overseas investment through various channels, maintain the relationship with existing customers, and enhance the company's asset management brand and asset management scale.

Job requirements:
1. Have rich channel resources and customer resources in financial investment consulting, wealth management and other industries, have a deep understanding of global investment products (such as funds, bonds, stocks, etc.), and have the ability to evaluate and sell overseas financial products;
2. Have rich working experience in family office, private banking or insurance industry, especially in sales and service of high-end products at home and abroad;
3. Able to independently develop high net worth customers and have efficient customer conversion strategies for overseas investment;
4. Fluent in English, strong oral and written expression skills, able to effectively conduct business communication and negotiation;
5, holding the fund qualification certificate or financial planner certification (such as AFP, RFP, CFP) is preferred.

Resources provided by the company:
1, global wealth management team to provide a full range of technical support;
2, we are Hong Kong 1, 4, 9 brand asset management company;
3, we have deep cooperation with some of the world's top private banks and asset management institutions, such as: Citibank, Morgan Stanley, jpmorgan Chase, DBS, UBS, UBP, Bank of Singapore, Russell, Baring, etc.
4. Our employees have the opportunity to attend seminars and events of major private banks around the world;
5, if you are an excellent candidate, the company will provide you with visa support to work in Hong Kong.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time