Job Description
We are seeking a dedicated and experienced professional to serve our VIP and high-end customers, develop new clients, and provide comprehensive financial and asset allocation services. The ideal candidate will work closely with high net worth individuals to understand their investment needs and help them achieve specific financial goals.
Key Responsibilities
- Serve the company's VIP customers and high-end clients developed by the marketing department, while actively expanding new customer relationships.
- Provide professional financial and asset allocation services tailored to customer needs, ensuring their investment objectives are met.
- Maintain and strengthen relationships with high net worth clients, continuously reviewing and optimizing asset allocation strategies.
- Manage customer information in compliance with company regulations and develop customer referral programs.
- Monitor financial market trends and product developments, providing recommendations to the financial product R&D center based on high net worth clients' personalized wealth management needs.
- Achieve performance targets and complete other tasks assigned by the company.
Job Requirements
- Proven experience in wealth management, financial advisory, or private banking, preferably with high net worth clients.
- Strong understanding of financial markets, investment products, and asset allocation strategies.
- Excellent interpersonal and relationship-building skills to engage and retain VIP clients.
- Ability to analyze client needs and provide customized financial solutions.
- Knowledge of compliance and regulatory requirements in financial services.
- Results-driven mindset with a track record of meeting or exceeding performance targets.
- Relevant certifications (e.g., CFP, CFA, or equivalent) are a plus.
Additional Information
This role offers the opportunity to work with a dynamic team and high-profile clients in a fast-paced financial environment. The successful candidate will have access to cutting-edge financial tools and resources to deliver exceptional service.