Wealth Management Manager
全职
Moment Consulting
工作職責
KEY RESPONSIBILITIES Conduct fundamental analysis to develop sound financial planning strategies for individuals, families and corporate clients · Design tailored asset allocation solutions to enhance wealth management efficiency · Monitor client portfolios regularly and rebalance in response to market movements · Stay up-to-date with industry regulations and market developments to ensure best-in-class advice · Apply previous experience to add value across insurance advisory and wealth management services · Gain exposure to liquidity management, relationship management, and team leadership LOOKING FOR · University graduates (local or overseas) · IANG / TTPS / QMAS holders · Career switchers or experienced industry professionals welcome REQUIREMENTS · Bachelor's degree or above · Self-motivated, responsible, positive attitude, and ready for challenges WHAT WE OFFER · Flexible working hours · Complimentary professional training with clear career progression · Commission + bonuses + year-end incentives
空缺职位发布1 天前
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