Languages English > Business Level
Job number JO-200414-216291

Company overview

Our client is an asset management company who providing wealth management services, investment strategies also offering many kinds of investment products and funds managed by reputable asset management companies domestically and internationally.

Job description

Key Responsibilities

- Develop and manage relationships with high net-worth individuals and make recommendation on investment strategy to meet their wide array of investment objectives
- Provide customized wealth management solution through asset allocation strategy, giving clients access to variety of investment products covering all asset classes
Examine Risk Assessment.
- Follow KYC/CDD practice and execute financial report for investment accounts


- Bachelor or Master degree in Finance/Banking, Economics, Management or other related fields with hold Investment Consultant (IC) or Investment Planner (IP) License
- Has experience in wealth management / financial advisory / capital market / business development
- Highly knowledgeable about financial services and products
- A high net-worth client base or network is strongly preferred
- Highly developed relationship management skills and demonstrated success in meeting business targets
- Excellent written and spoken English

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