My client is the multi family office department of one prestigious Chinese Financial Institution.
Scope of Responsibilities:
Collaborate with Relationship Managers to deliver professional investment planning services
Identify customers needs and match their needs with appropriate products and services
Assist Relationship Managers in conducting portfolio reviews, explain investment strategy and product updates to clients
Support product launches, roadshows, and other customer activities
Requirements:
Bachelor's Degree in Business, Finance or related discipline
Minimum of 8 years experience in investment consulting and management in financial institutions or banking industry
Experience in handling with clients enquiries is preferred
Possess good understanding of financial and investment market
Strong accountability and service mindset to ensure efficient and effective client service processes
Mature, proactive, stable, excellent interpersonal and communication skills
Excellent verbal and written communication skills in English and Mandarin