Wealth Management Consultant

  • Competitive
  • Shanghai, Shanghai Shi, China
  • Permanent, Full time
  • Non-disclosed
  • 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

Requirements :

  • 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

__________________________________________________________________

财富管理顾问 

职位描述:

  • 建立良好的人脉关系,拓展财富管理项目客户资源
  • 评估客户财务状况 
  • 引导客户设立理财目标,制定财务策略
  • 根据理财计划制定切实可行的理财目标
  • 为客户提供专业理财建议和产品推荐
  • 与客户保持良好的私人关系网和人脉关系
  • 探寻机会,增加工作成就感
  • 提供财务管理信息
  • 寻求参加教育机会;阅读专业性、技术性出版读物

职位要求:

  • 有上进心、积极向上、学习意愿强
  • 能与讲普通话客户流利交流
  • 良好的人际沟通和交往技能
  • 对待工作认真奉献、高效完成
  • 适应团队合作
  • 2年工作经验
  • 欢迎无工作经验者应征上岗

福利待遇:

  • 工资、奖金丰厚
  • 优秀员工奖励出国旅游
  • 各类奖项、荣誉激励
  • 可提供驻外工作

这是发展自我、塑造成功职业人生的理想舞台。

Team Concurs公司乐意为员工提供定制化的培训和辅导。公司现处于业务扩张阶段,欢迎有志之士加入我们。公司致力于培养优秀的业务团队,凭借良好的沟通技能、专业的业务素质以及积极的工作热情,为客户提供最好的服务。通过寻找富有创新和热情奉献精神的员工加入团队,我们得以为客户提供顶级的服务,我们对此引以为豪。

Team Concurs公司 -  数百万机构奖得主

  • 协助组织各种活动和事件
  • 市场推广和品牌营销
  • 为员工提供创新性的问题解决方案
  • 良好的晋升机制
  • 为未来规划提供丰富的资源
  • 精益求精、加倍努力
  • 积极性高、鼓舞人心
  • 在行业拥有17年口碑
  • 发展迅速,员工很快成长为未来的职业经理