Global Job Consulting Co.

Wealth Management Consultant / Asset Management Advisor

Global Job Consulting Co.
Posted on 14-Apr-21

Wealth Management Consultant / Asset Management Advisor

Global Job Consulting Co.

Job Highlights

  • To provide professional wealth management solution
  • To acquire new clients by sales & marketing events
  • To monitor clients' investment portfolio

Job Description

Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth. With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.


  • To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;
  • To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;
  • To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs;
  • To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;
  • To develop and maintain close relationship with clients and review their financial portfolios periodically 


  • University graduate in Business Administration, Finance or other disciplines.
  • With relevant experience in financial institutions or wealth management sales
  • With IIQE licenses and SFC(Type 1 & 4) would be an advantage
  • High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
  • Strong communication, interpersonal skills & client relationship management;
  • Mature, self motivated, energetic, outgoing and aggressive in driving business individuals;
  • High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
  • Proficient in both spoken and written English, Mandarin and Cantonese
  • Potential candidates with IANG or Dependent Visa are welcomed to apply.

Additional Information

Career Level
Entry Level
Years of Experience
Job Type
Full Time

Additional Company Information

Human Resources Management/Consultancy