Wealth Management Consultant
- Shanghai, Shanghai Shi, China
- Permanent, Full time
- 16 Aug 17
At Team Concurs, we are committed to train and nurture. We are undergoing an expansion phase and is in search of dynamic and highly motivated young people to join our team. Our company seeks to build a strong team with good communication skills, expertise and passion to deliver the best to our clients. We pride ourselves on offering our clients top services by looking for creative and passionate people to join us.
Job description :
- Develop strong working relationship and identify clients who would benefit from wealth management programs.
- Assess clients' financial situation
- Develops financial strategies by guiding client to establish financial goals
- Matching goals to situation with appropriate financial plans
- Provide professional advice and recommendations to clients.
- Maintaining personal networks and customer relationship
- Exploring opportunities to add value to job accomplishments
- Provide financial management information
- Participating in educational opportunities; reading professional and technical publications
- Self-motivated, competitive, positive and high willingness to learn
- Able to liase with Mandarin speaking clients
- Good communication & interpersonal skills
- Efficient and committed in the tasks given
- Team player
- 2 years of working experience
- Candidates without experience are also welcomed to apply
- Remuneration & Opportunities
- High bonus and commission
- Overseas incentive trips
- Awards and Recognitions
- Overseas posting available
The Ideal Place To Develop Yourself And Build A Successful Career.
At Team Concurs, we are committed to train and nurture.
We are undergoing an expansion phase and is in search of dynamic and highly motivated young people to join our team. Our company seeks to build a strong team with good communication skills, expertise and passion to deliver the best to our clients. We pride ourselves on offering our clients top services by looking for creative and passionate people to join us
Team Concurs - Multi-Million Dollar Agency
- Support the team with lots of activities and events
- Strong marketing and branding of the agency
- Creative solutions rendered to you
- Strong succession plan
- Unique resources to help you in your prospecting
- Walk the extra mile with you
- Highly motivated and inspirational
- 17 years in the industry
- Heavily expanding so to groom future managers
Team Concurs公司 - 数百万机构奖得主