Institutional Wealth Advisor
15000 CNY~20000 CNY/Per month
Full-time
Unlimited experience
Refresh at 2 days ago
224 Views
44 Apply
Shanghai
Share
Job responsibilities
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.
Job requirements
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.
Similar jobs
Search for your dream jobs
Job category
City or country
Company info
Also view
QE (Quality Engineer)
GEOR Global Recruitment (Shenzhen) Ltd.
20000 CNY~25000 CNY/Per month
Full-time
Mexico
Save job
Headhunting
Refresh at 19 hours ago
Sales Representative
GEOR Global Recruitment (Shenzhen) Ltd.
20000 CNY~25000 CNY/Per month
Full-time
United States, Japan, Korea, India, United Arab Emirates, Hongkong, Taiwan
Save job
Headhunting
Refresh at 20 hours ago
NINGBO K12 Bilingual school
Bilingual Community
15000 CNY~20000 CNY/Per month
Full-time
Ningbo
Save job
0 Views
0 Apply
Refresh at 8 days ago
Guangzhou, Shenzhen International School, physics, drama, mathematics, economics teachers
Guangzhou Pinxin Human Resources Management Co Ltd
15000 CNY~20000 CNY/Per month
Full-time
Hangzhou, Suzhou, Shanghai, Guangzhou, Shenzhen
Save job
0 Views
0 Apply
Refresh at 12 days ago
Japanese language instructor
Huizhou University
15000 CNY~20000 CNY/Per month
Full-time
Huizhou
Save job
0 Views
0 Apply
Refresh at 25 days ago
ESL Teacher Management and Quality Monitoring Specialist (full time)
Jianghu education
15000 CNY~20000 CNY/Per month
Full-time
Other
Save job
0 Views
0 Apply
Refresh at a month ago
Junior Account Manager
ZTE(Z)
15000 CNY~20000 CNY/Per month
Full-time
Shenzhen
Save job
0 Views
0 Apply
Refresh at a month ago
Lecturer, Business/Accounting/Finance
Fuzhou Melbourne Polytechnic
15000 CNY~20000 CNY/Per month
Full-time
Jinan, FuZhou
Save job
0 Views
0 Apply
Refresh at 2 months ago
Tutorial Teacher
APLE DEVELOPMENT COMPANY
15000 CNY~20000 CNY/Per month
Zhengzhou
Save job
0 Views
0 Apply
Refresh at 2 months ago
业务经理(台籍)
龙亿运动器材(深圳)有限公司
Shenzhen
Save job
0 Views
0 Apply
Refresh at 5 months ago