新加坡财富经理
北京博宇高视咨询服务有限公司
- 公司规模:少于50人
- 公司性质:民营公司
- 公司行业:专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2017-01-06
- 工作地点:北京-朝阳区
- 招聘人数:5人
- 学历要求:本科
- 语言要求:英语 精通 英语 熟练
- 职位月薪:10000-14999/月
- 职位类别:理财顾问/财务规划师
职位描述
职位描述:
岗位职责:The Wealth Manager will be part of a relationship management team with the responsibility to acquire and develop long term relationships with High Net Worth Clients
?Acquisition of qualified HNW clients in our key markets of North & South East Asia
?Development of Channels of acquiring High net worth clients
?Management of Relationship with 2 Key Account Channels, and supporting representatives of the key accounts.
?Arrange for travel of clients into Singapore
?Sales of Emerging Affluent market solutions to clients based on highest standards of professionalism.
?Achievement of quarterly financial and non-financial goals
?Comply with all policies and procedures in relation to Client Due Diligence, Client Risk Management, Client Investment Suitability, etc.
?Successful completion of all training and accreditation requirements for the job role on an ongoing basis
任职资格:
Excellent written and verbal communication skills
-Strong computer skills, including internet
-Knowledge of Word, Excel, and PowerPoint
-Superior interpersonal, organizational and client service skills
Education:
-Bachelor’s Degree required
Licenses and Requirements (to be taken after approval of employment pass):
-CMFAS Modules 5, 8, 8A, 9 & 9A
-Certificate in Health Insurance
-May require additional parallel licenses
-Satisfy all ongoing regulatory continuing education
PS:每年3分之一时间在新加坡,其他时间在国内在家办公,不限地点
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岗位职责:The Wealth Manager will be part of a relationship management team with the responsibility to acquire and develop long term relationships with High Net Worth Clients
?Acquisition of qualified HNW clients in our key markets of North & South East Asia
?Development of Channels of acquiring High net worth clients
?Management of Relationship with 2 Key Account Channels, and supporting representatives of the key accounts.
?Arrange for travel of clients into Singapore
?Sales of Emerging Affluent market solutions to clients based on highest standards of professionalism.
?Achievement of quarterly financial and non-financial goals
?Comply with all policies and procedures in relation to Client Due Diligence, Client Risk Management, Client Investment Suitability, etc.
?Successful completion of all training and accreditation requirements for the job role on an ongoing basis
任职资格:
Excellent written and verbal communication skills
-Strong computer skills, including internet
-Knowledge of Word, Excel, and PowerPoint
-Superior interpersonal, organizational and client service skills
Education:
-Bachelor’s Degree required
Licenses and Requirements (to be taken after approval of employment pass):
-CMFAS Modules 5, 8, 8A, 9 & 9A
-Certificate in Health Insurance
-May require additional parallel licenses
-Satisfy all ongoing regulatory continuing education
PS:每年3分之一时间在新加坡,其他时间在国内在家办公,不限地点
职能类别: 理财顾问/财务规划师
关键字: 财富经理 理财 新加坡
公司介绍
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联系方式
- 公司地址:上班地址:杭州市滨江区网商路599号