Investment Consultant

A global famous bank is hiring an IC in Beijing.

Your new company

Currently, we are hiring a wealth management Relationship Manager for a famous foreign bank in BJ, SH, GZ and SZ. The company devotes in establishing a respect culture on employees and their opinions. The firm also provides a sustainable professional development, flexible working mode, environmental diversity that provides more growth space for their employees.

Your new role

  • Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
  • Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
  • Supply timely market and product updates to both staff and customers
  • Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
  • Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers

What you'll need to succeed

  • Minimum 5 years of working experience as a product specialist, financial advisor or sales manager.
  • Strong knowledge of all wealth management products and with expertise in customer portfolio management
  • Excellent interpersonal skills and presentation skills
  • A mature individual able to instil confidence with colleagues and clients alike
  • Fluent written and verbal English

What you'll get in return

  • A competitive benefit package including but not limited to sizeable salary, generous paid time oft, medical/ dental/life insurance, commuter benefits. Etc.
  • Access to coordinations with multiple stakeholder groups to be an enabler of business growth.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.


Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to AlexXK Wang, the specialist consultant managing this position, located in Beijing
501, Tower 1, China Central Plaza, 81 Jianguo Road, Chaoyang District

Telephone: +86 (0)10 8648 5833

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