Senior Wealth Manager
2 weeks ago
**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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