Continental Growth Wealth Management Limited (CGWM) is the high-end private wealth management center of Fortune Fountain Capital Limited. Based in Hong Kong and facing clients all over the world, CGWM provides one-stop solutions covering financial and non-financial services. The client-centric business philosophy drives us to satisfy all-round clients' needs, and makes us the best partner helping them to achieve their wealth management goal in a long run. In financial area, the professional services provided by CGWM include insurance broker, legal advisory, tax consultancy, trust services, wealth management. In non-financial area, it includes immigration, overseas real estate, tailor-made travel, corporate jet and many other value-added services.
Achieve business target on different financial and non-financial products.
Proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong
Aim high: maximize new Total Asset Under Management (AUM) to the Company.
Fully understand the client’s needs and objectives on financial products, provide good services and introduce respective suitable products to meet their needs.
Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
Preferably a Degree holder or equivalent.
Possess SFC and IIQE qualifications for marketing the Company’s products.
5 years or above of relevant experiences in serving high net worth individual customers in retail bank, private bank, or other asset management companies.
Good interpersonal, problem solving and communication skills.
Good command of written and spoken English and Chinese (Mandarin is a MUST).
Interested parties please provide full resume with current and expected salaries together with availability by clicking Apply Now
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