Assistant RM, AVP, Wealth Management

Duties & Responsibilities

Proactively assisting and support Client Advisor in delivering exceptional wealth management services and experiences
Assist Client Advisor in providing customized and comprehensive financial planning advises and portfolios for our clients
Develop and manage existing our client relationships, including ongoing regular client contact and communications.
Assist in retaining and building our client relationships.
Collaborate with other departments to ensure accuracy of client information
Actively participate in the development of new business and networking opportunities.
Support the documentation for our client meetings, business trip, investment proposals, and others.
Collaborate with Investment Portfolio Management team to incorporate our clients' investment strategies and their planning objectives
Ensure that the firm's values, reputation, and standing are always well protected when representing the firm in external forums
Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks

Qualifications

Minimum of a bachelor's degree from an accredited college or university
Minimum of 5 years experiences in finance/ banking industry
Previous experience in sales, fundraising or business development experience is a plus, but not required
CFA designation is a plus (or currently working towards completion)

Domain Skills

Strong understanding of financial services industry and financial consulting responsibilities
Demonstrate strong interest in financial, global and capital markets
Experience in understanding the financial needs of our clients

Soft Skills

Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
Excellent interpersonal skills and ability to build and foster a strong network of relationships
Positive and client first attitude
Creative approach to problem solving and able to develop innovative solutions for clients
Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company
Tactfulness and adaptability to changing demand
Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment
Detail oriented, commitment to excellence and a high level of integrity
Possess active listening and critical thinking skills
Excellent administrative and marketing skills

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