• 10k+commission+bonus
  • Shanghai, Shanghai Shi, China
  • Permanent, Full time
  • CreditEase
  • 2018-11-17

Portfolio Consultant

We are looking for someone who can help us – establish long-term mutually beneficial relationships with clients – select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations – keep accurate, up-to-date client investor profiles – develop a client investment strategy and keep a close eye on portfolio quality – create and implement a strategic client book development plan with measurable actions – comply with all regulation, policies and standards, contributing to an effective risk culture.

Job description:   

  1. Knowing client and providing customized service regarding to client’s portfolio.
  2. Providing instant market information, such as domestic economy environments, overseas investment and tax planning.
  3. Inviting important client attend big events which also joined by IDG, Amundi and Tishman.
  4. Providing asset allocation service base on client’s keen needs.
  5. Providing post investment report to client constantly.

Major Requirements

  1. Above bachelor degree plus 5 years working experience.
  2. Long term career planning in wealth management industry.
  3. Know your own strengths and use them to highlight work.
  4. Set a goal to be millionaire and have high prospect on your life.
  5. Love life, love work, love sharing.

Our Benefits:

  1. 5-10 days annual leave plus 14 days spring festival holiday.
  2. Accompany clients to extremely luxury tour, such as Buffett shareholders’ meeting, British aristocracy visit, Israel innovation tour. 
  3. Access to IDG, Amundi, Tishman, Morgan Stanley and so on international investment groups.
  4. Be part of new economy, along with clients to be the shareholder of future leading company.
  5. AFP/CFA and all financial related certificates’ register fee can be fully refund.
  6. Well designed career path, within one year can be promoted to a manager.