We are working exclusively with a fast expanding client to expand its manager headcounts, working as wealth and assets management consultant to both individual, family and corporates.  Fresh graduates or candidates with less work experiences, may start as a trainee preparing them to be a valid consultant. Candidate with experiences in banking and finance, equity and investment, insurance and pensions, will be invited to interview for a higher level position given outstanding performance records. Our client fosters demand for professional development for providing clients with the best services. Individuals who would like to develop a career in finance, trained and learnt all-rounded, APPLY NOW, this is the chance. 

Responsibilities

• Manage and develop client relationships for a portfolio of clients through proactive communication.
  
• Support new client on boarding and ad hoc project work developing strategies and advice and seeing through to implementation.
• Develop the most appropriate strategies & advice according to the clients’ current situation and future lifestyle goals & objectives.
• Ensure that advice provided is relevant to the client, technically sound and complies with the highest standards of industry best practice.
• Prepare high quality wealth plans, analysis and recommendation to address to clients’ needs

Experience & Qualifications

• Excellent communication skills (written and verbal)
• Methodical and meticulous – strong attention to detail
• Committed to delivery, proactive and hardworking
• Strong technical experience across pensions, protection and investments
• Entrepreneurship, achievement orientation, initiative and customer-oriented
• Can-do spirit, a great team player, a potential leader
• A strong track record of developing business and networking
• Energetic and respectful work culture, opportunity for leadership development
• Flexible – flexible work hours and locations