Wealth Manager-bilingual
7 months ago
**Position Overview**: We are seeking a dynamic and experienced Wealth Manager to join our team. This role involves managing and growing a portfolio of high-net-worth clients by providing personalised financial advice and investment strategies.
**Key Responsibilities**:
- Build and maintain relationships with high-net-worth clients, understanding their financial goals and objectives.
- Develop and implement customised investment strategies and financial plans.
- Provide expert advice on a range of investment products, including managed funds and direct investments.
- Monitor and manage client portfolios to ensure optimal performance and alignment with their financial goals.
- Identify new business opportunities and grow the client base through networking and referrals.
- Stay updated on market trends, economic changes, and new financial products to provide the best advice to clients.
- Collaborate with other financial professionals within the organisation to deliver comprehensive wealth management services.
**Qualifications**:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Bilingual(English/Chinese)
- Minimum of 2 years of experience as a Wealth Manager or in a similar role.
- Proven sales experience in the fixed income sector preferred
- Strong understanding of financial products, investment strategies, and risk management.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proactive and results-oriented with strong analytical and problem-solving abilities.
- Relevant certifications (e.g., CFA, CFP) are a plus.
**What We Offer**:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment.
Pay: $60,000.00 - $70,000.00 per year
**Benefits**:
- Work from home
Schedule:
- 8 hour shift
Supplemental pay types:
- Commission
Work Location: In person
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