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ESOP Consultant

The Core Securities Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2018-08-01
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Financial Services  Business Development  

Job Description

An Employee Stock Option Plan (ESOP) is a type of tax-qualified Defined Contribution retirement plan, in which employees have partial ownership of your business.

In this role, you will be responsible for marketing and sales of consulting services to clients which includes the following: Cultivate and maintain relationships with clients to stay apprised of client needs and expectations, including; thought leadership on complex client issues, offering appropriate consulting resources to the table, promoting consulting capabilities, and developing additional consulting resources/capabilities, as required.

Responsibilities:
。 Structure and manage ESOP transactions maximizing consulting revenue and providing the client with a seamless transition into the ongoing operation of the ESOP including the roll out communication.
。 Prepare and or review complex financial analysis models used in analyzing ESOP transactions.
。 Develop the relationships with ESOP administration clients to become a trusted consultant to key contacts within the clients including CEO, CFO and HR director.
。 Recognize and sell consulting and product opportunities to help the client with respect to their benefit plans.
。 Communicate with other employees servicing that client.

 

Qualifications:
。 Bachelor's degree or equivalent, plus solid ESOP related experience.
。 Requires a high level of creativity, initiative, resourcefulness, and the proven ability to define and sell value added consulting services.
。 Must be able to actively listen and ask the right questions to understand what the client needs and deliver the results in a style and method of communication to enhance understanding.
。 Must have the knowledge to know what our clients’ organizational structure and decision making processes are to provide value-added services.
。 Must be able to take a proactive stance and initiate client action before asked to do so by keeping up-to-date on industry and market developments, analyzing and interpreting how they impact clients.
。 Must have good analytical, problem-solving, verbal and written communication skills.
。 Fluent Mandarin and English is required
。 Travel required less than 80%

Company Info

The Core Securities Company Limited understands the importance of providing professional wealth management solutions to our clients, The Core Securities combines personalized approach, in-depth expertise, and financial planning tools and resources to build and protect your wealth. Our global market team has a wealth of knowledge, resources, and solutions for all investors. Through our accredited professional advisors, our clients benefit from the expertise of our capital market research, global portfolio advisory, and wealth management services.

Whether you are building on your existing wealth, protecting your family’s financial security, or thinking about your legacy to the next generation, The Core Securities offers a complete array of wealth management services, products and solutions to meet your needs. Trust in our proven expertise to build a wealth management strategy uniquely designed to help you achieve your financial objectives for today and tomorrow.

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