Wealth Advisor

工作职责
1.负责本组工作目标的制定、拆解与执行，协助敏捷团队实现业务目标达成；
Lead the team in target setting、decomposition andimplementation to meet target set by PO;
2.负责为本区域内的全光谱客户提供标准化的财富规划和资产配置组合建议服务；
Providing services to full-spectrum clients of standardized wealth planning and asset allocation portfolio advisory in the region;
3.负责为本区域内的高净值客户提供定制化建议和咨询服务；
Providing customized advice or consulting service to high net worth clients in the region;
4.负责支持本区域内高净值客户投前陪访、投后检视；
To attend meeting with high net clients and drive after-sales portfolio review regularly together with sales;
5.负责提供客户活动路演和投资顾问内部培训支持；
Providing relevant training to in-house sales and attend marketing roadshow;
6.其他财富规划团队相关工作或上级交办的其他工作。
Other related work of wealth planner or work assigned by superiors.
任职资格
1. 本科及以上国内外院校金融、经济、会计、数学、统计、计算机等相关专业；
University Degree or above, Finance, economics, accounting, mathematics, statistics, computer and other related disciplines in domestic or overseas universities;
2. 5年以上金融行业相关从业经验；
Minimum of 5 years'experience in Financial industry;
3. 具备投资顾问相关工作经验，具有CFA资格者优先；
With relevant work experience in investment advisory , CFA qualification is an advantage;
4. 具备认真负责的工作态度、较强的主观能动性、学习能力和抗压能力；
Responsible, Strong self-motivation and self-study ability, be able to work under pressure;
5. 具备较强的口头与书面沟通表达能力、协调能力与领导力，能管理、培养团队成员并带领团队达成目标。
Strong communication and coordination skill, contribute and responsible for the team goals and promoting team spirit and professionalism.