财政策划人员

Ascension

财政策划人员

工作需求:

参加公司提供的投资科目训练 / 参与与投资接触工具的培训
和生意伙伴沟通关于市场需求 / 与各个细分市场的机构合作伙伴沟通
接触各个市场的销售机会
提供顾客正确的理财建议
参加公司活动和展览来扩充销售量
帮助顾客提供有效的理财方案

职务需求:

本科学历以上
精通双语（中英文）
优良语言沟通能力
欢迎毕业生申请


Wealth Strategist  

Job Responsibilities:

Undergoing training to have first hand exposure to investment vehicles
Communication with retail & institutional partners in respective market segments
Processing of ad hoc requests from retail & institutional clients
Sales opportunities in various markets
Providing advise to relevant financial instruments
Client engagement in exhibitions & trade shows to expand network to increase the productivity
Sales role in expanding business development and new client acquisitions platforms

Who we are looking for:

Degree Holders
Strong and effective communication skills will be preferred
Entry level candidates are encouraged to apply
Initiative and self-driven