Wealth Management Manager

<div>Job Responsibilities<br><ul><li>Provide comprehensive wealth management and financial planning services to customers, and develop personalized investment strategies.</li><li>In-depth understanding of customer needs, regular evaluation of their financial situation and adjustment of investment portfolios to achieve their financial goals.</li><li>Collaborate with internal teams to integrate banking, insurance, tax and estate planning resources to provide a one-stop solution.</li><li>Expand and maintain customer relationships, and enhance customer satisfaction and loyalty through professional services.</li><li>Continuously monitor market dynamics and product development, provide advice and recommend suitable financial products to customers.</li></ul></div><br><div>Work requirements<br><ul><li>Bachelor's degree or above in finance, economics or related fields, those with CFA, CFP or other relevant professional qualifications are preferred.</li><li>At least 3 years of wealth management or financial industry-related work experience, those with high-end customer service experience are preferred.</li><li>Have solid knowledge of financial planning, investment, and risk management, and be familiar with local and international market financial products.</li><li>Excellent communication skills and customer service awareness, able to handle complex financial needs independently.</li><li>Have good professional ethics and confidentiality awareness, be able to withstand work pressure and achieve performance targets.</li></ul></div>