Wealth Adviser

Key Responsibilities: • Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning. • Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance). • Identifying new business opportunities through networking, referrals and outreach efforts. • Conducting financial reviews and keep abreast of customer needs. • Delivers support to clients, within and beyond office hours. • Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies. Requirements: • Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors. • Excellent interpersonal and communication skills, both verbal and written. • Good command of spoken and written English and conversant in Chinese language to liaise with Chinese speaking associates or clients. • Client-oriented, pleasant, meticulous and obliging disposition. • Strong interest in investment products. Candidates with the relevant experience will have an added advantage. • Certificates or exemptions from CMFAS/IBF modules will be advantageous. • Candidates without working experience may apply.