Brief Summary
Join a dynamic team dedicated to expanding your client portfolio in the APAC region. Utilize your expertise to provide tailored investment advice while actively engaging with clients and industry events. Responsibilities
Collaborate with the team to develop and grow a personalized client portfolio in the APAC region. Deliver investment advice and support to clients while promoting available investment products. Create customized wealth planning solutions in cooperation with the estate planning unit. Regularly travel to meet new clients for onboarding and portfolio growth. Actively network through social media and attend events to connect with potential clients. Requirements
A minimum of 3 years of experience in wealth management, preferably from banks or insurance companies. An established and transferable client base within the APAC region. A proactive approach to acquiring and onboarding new clients. Strong knowledge of investment products and relevant market d...