Wealth Management serves and deliver an advice-based value proposition to a full range of client segment from mainstream to high net worth individuals (HNWs) and institutional, with a full suite of investment, trust and other wealth management solutions including financial planning through various distribution channels and third-party distributors. Key areas of accountability for this role are: To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs To market our selected funds, medical protection schemes and investment plan to individual or corporate clients To develop and maintain close relationship with clients and review their financial portfolios periodically More reasons to choose Core Pacific – Yamaichi Wealth Management: State of the art facility & collaborative working environments “Family- Friendly Employers Award”winner Warm coaching, flexible schedule and elite training to ensure success Competitive compensation and Ultimate business opportunities in the region Qualifications: Degree holder in Business, Finance, Economics or related disciplines Strong communication, interpersonal skills & client relationship management Mature, self-motivated, energetic, outgoing and aggressive in driving business individuals Fluent in Putonghua and background in mainland will be an asset Holder of SFC (Type1 & 4) and IIQES licenses would be an advantage