Senior Wealth Manager

2 weeks ago


Shanghai, Shanghai, China Click and Connect Online Limited Full time

**About the Role**

As a Senior Wealth Manager at Click and Connect Online Limited, you will play a crucial role in working closely with clients to create and implement effective short-, medium-, and long-term financial plans.

**Key Responsibilities**

  • Advise clients on regular savings plans, wealth management, and pensions.
  • Help clients achieve their financial goals through lump sum investments, life insurance, and critical illness insurance.

**What We Offer**

  • Opportunities for growth and development in a dynamic and technologically advanced environment.
  • Access to cutting-edge systems for monitoring compliance, servicing, and tracking client portfolios.
  • 24/7 access to client portfolios and investment plans for seamless service delivery.

**Requirements**

  • Industry qualifications Level 3 and above.
  • Exceptional attention to detail and strong interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to new challenges.

**Locations**

Our office locations include Shanghai, China, Bangkok, Thailand, HCMC, Vietnam, and Hong Kong.


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