Financial Service Representative

Job Description

The Financial Service Representative will be responsible for delivering a range of financial services to clients, including investment advice and wealth management. The role demands exceptional communication skills and a strong analytical mindset to effectively assess clients' financial needs.

Responsibilities

• Provide comprehensive financial services to clients and assist in their financial planning.
• Identify and evaluate clients' financial goals, recommending strategies accordingly.
• Ensure compliance with regulatory requirements and maintain detailed client records.
• Engage in ongoing learning to stay up-to-date with financial products and market trends.
• Develop and implement strategic marketing initiatives to attract new clients.
• Conduct regular reviews of client portfolios and provide performance updates.
• Engage with clients to promote trust and ensure long-term relationships.
• Collaborate with the advisory team to enhance service delivery.
• Participate in training and development activities to enhance your skills.
• Support clients in understanding complex financial documents and products.

Requirements

Education

• Bachelor's degree in Finance or related field
• Master's degree in Finance is advantageous

Experience

• 5+ years of experience dealing with high-net-worth clients

Technical Skills

• Client Relationship Management
• Financial Planning

Soft Skills

• Interpersonal Skills
• Time Management

Certifications

• Certified Investment Management Analyst (CIMA)
• Chartered Financial Analyst (CFA)

Languages

• English: Fluent
• Mandarin: Conversational

Advantageous

• International Experience: Experience working in international markets is a plus.
• Advanced Financial Modelling Skills: Strong financial modelling skills will be beneficial.

Benefits

• Comprehensive health insurance plan
• Professional development support
• Flexible working conditions
• Employee assistance programs for mental health

Company Culture

• Client-Centric: We place our clients at the heart of everything we do, ensuring we meet their needs effectively and efficiently.
• Diverse and Inclusive: We celebrate diversity and seek to create an inclusive environment where everyone feels they belong.
• Innovative Mindset: Our team is encouraged to think creatively and bring innovative ideas to the table.