Wealth Management

Job Description

About The Role :

Developing new wealth business, including to serve as a strategic partner for high-net-worth clients, offering insightful financial solutions that align with their goals, values, and aspirations.

Tasks and Responsibilities :

• Build sustainable relationship with clients
• Finding new ultra high net worth leads
• Giving clients portofolios
• Giving tailored financial solutions to clients
• Efficient at administrative and paperworks

Requirements :

• Certified in WAPERD
• Certified in WMI
• Certified in CFA (Optional)

Skills :

• Capital Market Knowledge
• Tax Planning
• Selling and Negotiation
• Estate Planning
• Consumer Behavior
• Precision and Analytical Thinking
• Networking Skills