Investment Consultant with Wealth Management Background.
My client is a Chinese Wealth Management Department looking for a seasoned RM to serve their HNW clients.
-Provide wealth management services to high net worth individual clients
-Maintain and develop relationships with clients by providing regular updates, inquiries service
-Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc.
-Inform clients on potential risks of investment and solutions guidance
-Ensure full compliance with internal and external requirements on relevant regulated activities
-2-5 years working as Sales of Equity or RM in Private Banking
-Fluent Mandarin and English
-Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds