行业：Accounting / Finance
职位：Corporate Finance / Investment
部门：
人数：若干
性质：Full Time
性别：Male
婚姻：No marital status restrictions
学历： College Diploma
经验：不限
年龄：18岁以上
待遇：面议
Here’s a summary of what you will be doing in this job:
Generating a pipeline of prospective wealth management clients, spanning products such as: fixed income deposits, on and offshore funds, and offshore private banking accounts.Acting as a trusted wealth management advisor to high networth individuals.onboarding customers to meet annual targets on incremental Assets Under Management (AUM).Success in this role will require you to fulfill the following responsibilities:Tap your own network of high networth individuals, and create lead funnels to sustain a pipeline of good client prospects.Conduct meetings with prospective clients to understand their wealth management needs, and recommend corresponding products that align with their objectives.Perform KYC and onboarding tasks to enable new customers to invest in their chosen products.Report progress of lead sourcing and onboarding regularly to management.Requirements:
College degree in a business or finance course.Finance-related certifications or charters, such as CFA is a plus.7-10 years experience in wealth management front-line; existing book of prospective high networth clients. International exposure (even if locally employed) also a plus.Skills required:Sales and relationship managementWealth ManagementNetworking/Pipeline GenerationFinancial Sales