Senior Wealth Planning Manager

Main responsibilities

• Develop and implement a comprehensive wealth planning strategy, understand the client's financial needs and goals.

• Maintain good relationships with high-end customers, provide customized financial solutions and investment advice.

• Analyze market trends and risks, and assist customers in making wise investment decisions.

• Guide and train the wealth planning team, enhance the team's professional ability and service quality.

• Regularly conduct business evaluations to ensure compliance and efficiency in the wealth planning process.

• Prepare and present wealth planning reports, and develop strategies for senior management.

Employment qualifications

• University degree, finance, economics, accounting or related professional preferred.

• 5 years of wealth management or financial consulting experience, those with management experience are preferred.

• Have good communication and interpersonal skills, be able to establish trust relationships with high-end customers.

• Familiar with various investment products and market dynamics, with strong analytical abilities.

• Preference will be given to those with relevant professional qualifications (such as IIQE, CFP, CFA, etc.).