Job Overview: We are seeking a proactive, customer-centered wealth manager to join our team. The ideal candidate will be responsible for developing and managing high net worth client relationships, providing comprehensive financial planning and investment advice, customizing personalized wealth management strategies, and coordinating internal resources to provide clients with investment, tax, estate planning, insurance, and other integrated financial services.

Main responsibilities:

· Customer Relationship Management:

· Serve as the primary trusted advisor to clients, developing, building and deepening long-term relationships with high net worth individuals.

· Through regular meetings, we can deeply understand the customer's financial situation, investment objectives, risk tolerance, and life cycle changes.

· Actively communicate with customers, provide investment portfolio reports, market insights, and financial advice.

· Financial planning and strategy making:

· Customize comprehensive and integrated wealth management solutions and asset allocation strategies for customers.

· Analyze the customer's assets, liabilities, cash flow, tax status, insurance coverage, and wealth goals.

· Investment portfolio management:

· Provide investment advice and execute investment strategies based on customer needs.

· Continuously monitor and adjust the customer's investment portfolio to ensure it remains consistent with the established strategy and goals.

· Conduct overall economic, financial market and investment product research and analysis.

· Business Development:

· Through existing customer referrals, networking expansion, and industry activities, etc., actively develop new customers.

· Increase the company's brand awareness and influence in the target market.

· Coordination and integration:

· Coordinate internal expert resources (such as investment experts, tax consultants, trust officers) and external advisors (such as lawyers, accountants) of customers, and provide a one-stop solution for customers.

· Introduce other financial products and services of the company (such as credit, family trust, charitable planning) according to customer needs