Job Description

As a Wealth Management Associate, you will be providing clients with in-depth advice on how to balance their assets over the medium/long term. This role involves strong business development skills and analytical skills to recommend the most appropriate strategy and services available, ensuring that clients are fully aware of their benefits.

You will work with our clients on positive life-changing decisions.

Job Responsibilities include, but are not limited to:

• Generate new relationships and new business opportunities through networking, cold calls, and referrals
• Conduct in-depth reviews of your prospective client's financial circumstances, current provisions, and long-term goals
• Provide a best-in-class service experience to high-net-worth clients. This entails frequent communication both verbally and in writing
• Coordinate timely investment process of new accounts within internal guidelines
• Other duties as assigned and participation in team projects designed to streamline firm policies and procedures

You will be trained by a Partner until you are ready to work on your own.

Benefits

• Competitive fixed salary
• Bonus package (up to 500% of salary)
• Full international health insurance benefits
• Chinese working visa
• Other allowances to be discussed

Requirements

• Fluent in German and English, French is a plus
• Bachelor’s degree in Finance, Business or Economics
• >2 years of experience in finance or business development
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office is a must

Application Instructions