Wealth Manager at Newedge Finance Limited

Job Responsibilities

• Build the wealth management team and develop team marketing strategies based on the company’s stage-by-stage business objectives;
• Expand and maintain new sales channels;
• Attract and retain high-net-worth clients, recommend suitable investment products while helping the company meet its financial objectives
• Oversee the training and operation of the wealth management team

Job Requirements

• Industry experience: Bachelor Degree or above, more than 3 – 5 years of experience in sales of financial products (bank deposits, funds, insurance, etc.), management experience, experience in banks, wealth institutions, Internet finance and other similar positions is preferred;
• Quality: a high degree of self-motivation and self-discipline, can work effectively and independently, with the ability to apply entrepreneurial and business thinking to achieve team performance goals;
• Team management skills: experiences in employee relations management, with strong coaching skills and business sensitivity;
• Client maintenance ability: experiences in leading the team to attract and sale investment products to high-net-worth clients, excellent client development and maintenance skills.