This job ad has been posted over 90 days ago...
Wealth Manager / Client Adviser
at
Crystal Investment Management Ltd
(Anywhere)
Your role
Are you excited about work closely with clients? Do you want to deliver good WM products to your clients?
You will
Implement development strategy of our comprehensively and effectively and meet business target;
Offer clients comprehensive wealth management services and account maintenance services;
Build up and keep up long-term mutual trust with external and internal clients;
Effectively leverage resources to expand client group and improve client quality;
Complete training required by us and enhance business capability in a timely manner.
Your team
You will work with Wealth Management Team Shanghai,
Your Experience And Skills
You have
–proven experience in client advising
–a firm grasp of financial markets and regulatory frameworks
–an impressive client advising and selling history
You are
–always looking to improve the client experience
–motivated, self-directed and driven
–a dynamic and flexible team player with great networking skills
–a perfectionist in everything you do (that includes, of course, documentation)
–fluent in English
About Us
Expert advice. Wealth management. Investment banking. Asset management. That's what we do. And we do it for private and institutional clients.
What We Offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment and reward your performance.
Keen to make the work-life agility that you want? We're open to discussing how this could work for you (and us).
Take the next step
Are you truly collaborative? Succeeding at Crystal Investment Management means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Are you excited about work closely with clients? Do you want to deliver good WM products to your clients?
You will
Implement development strategy of our comprehensively and effectively and meet business target;
Offer clients comprehensive wealth management services and account maintenance services;
Build up and keep up long-term mutual trust with external and internal clients;
Effectively leverage resources to expand client group and improve client quality;
Complete training required by us and enhance business capability in a timely manner.
Your team
You will work with Wealth Management Team Shanghai,
Your Experience And Skills
You have
–proven experience in client advising
–a firm grasp of financial markets and regulatory frameworks
–an impressive client advising and selling history
You are
–always looking to improve the client experience
–motivated, self-directed and driven
–a dynamic and flexible team player with great networking skills
–a perfectionist in everything you do (that includes, of course, documentation)
–fluent in English
About Us
Expert advice. Wealth management. Investment banking. Asset management. That's what we do. And we do it for private and institutional clients.
What We Offer
Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment and reward your performance.
Keen to make the work-life agility that you want? We're open to discussing how this could work for you (and us).
Take the next step
Are you truly collaborative? Succeeding at Crystal Investment Management means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Published at 16-Mar-2018
Viewed: 4864 times
Viewed: 4864 times