Private banker (wealth management division)
Posted
1723 days ago
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Work LocationShanghaiChinese RequiredNoExperience RequiredUnspecified
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QualificationBachelor DegreeSalary (Monthly CNY)12000 - 20000Contract TypeFull Time
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Job FunctionsBusiness Development, Finance, Management, Product Management, Program & Product Management, Real Estate, Sales
"The successful candidate will be exposed to a variety of functionalities including;
• Business Development (B2C)
• Sales Management (360’)
• Relationship Building & Management
• Client Retention & Nurturing
• Portfolio Management (Product)
As part of our team you will become a qualified member of our challenging industry. You will use your expertise to assist people in a way that others can’t. You will change people’s lives by helping them reach their wealth accumulation goals through our wide range of international insurance and investment opportunities."
Key requirements:
• A good track record of professional success preferably in Sales Business development CRM Real estate Account management and face to face sales roles.
• Fluency in English (Spoken and Written).
• Minimum Bachelor degree in a related field
• Minimum of 3+ years work experience in Sales Finance or Wealth management.
"• Relationship-building skills and commitment to establishing long-term clients.
• Strong desire for performance driven compensation and growing earning potential.
• Eagerness to further or build a career in financial consultancy.
• Capacity to adapt to a fast-paced environment and manage time effectively.
• Focused approach to build a business.
• Ability to lead" " motivate and manage.
• Fluency in English" with good communication " facilitation and interpersonal skills.
• Experience of both face to face and telephone contact with clients.
• Excellent team member and leadership skills.
• Ability to listen" " understand and give advice.
If you have past experience within financial services as a finance manager" financial adviser financial consultant wealth manager investment banker financial planner branch manager broker or certified financial planner your experience could translate well to the financial advisor role at deVere Group.
" ""
• Business Development (B2C)
• Sales Management (360’)
• Relationship Building & Management
• Client Retention & Nurturing
• Portfolio Management (Product)
As part of our team you will become a qualified member of our challenging industry. You will use your expertise to assist people in a way that others can’t. You will change people’s lives by helping them reach their wealth accumulation goals through our wide range of international insurance and investment opportunities."
Key requirements:
• A good track record of professional success preferably in Sales Business development CRM Real estate Account management and face to face sales roles.
• Fluency in English (Spoken and Written).
• Minimum Bachelor degree in a related field
• Minimum of 3+ years work experience in Sales Finance or Wealth management.
"• Relationship-building skills and commitment to establishing long-term clients.
• Strong desire for performance driven compensation and growing earning potential.
• Eagerness to further or build a career in financial consultancy.
• Capacity to adapt to a fast-paced environment and manage time effectively.
• Focused approach to build a business.
• Ability to lead" " motivate and manage.
• Fluency in English" with good communication " facilitation and interpersonal skills.
• Experience of both face to face and telephone contact with clients.
• Excellent team member and leadership skills.
• Ability to listen" " understand and give advice.
If you have past experience within financial services as a finance manager" financial adviser financial consultant wealth manager investment banker financial planner branch manager broker or certified financial planner your experience could translate well to the financial advisor role at deVere Group.
" ""