Responsibilities:
- Responsible for the implementation of asset allocation services for the institution/team served
- Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities
- Responsible for referring complex needs to investment consultants, insurance consultants, and trust consultants
- Responsible for the production of auxiliary sales materials
Requirements:
- Full-time undergraduate or above, majoring in economics, finance, management, marketing, etc
- More than 5 years of work experience (inclusive), with experience in customer marketing at frontline
- Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professional capabilities
- Active thinking and strong service awareness, customer awareness, learning ability and stress resistance
- Possess professional qualities, strong work responsibility, communication and coordination skills, stress resistance and teamwork spirit
- Possess relevant financial management qualifications/certificates
(Candidate with more experience will be considered as senior role.)