A global famous bank is urgently looking for several WM IS in across China.

Your new company

Our client is a prestigious global bank, who has established banking business in mainland China for decades. In order to meet up its rapidly expansion wealth management business in China, there are several new headcounts of Investment Counsellors in BJ, TJ, Chengdu, etc. on urgently hiring.

Your new role

As a product sales partner, you are expected to work a closely with wealth management Relationship Manager in providing professional investment portfolio solutions to high-net-worth individual(HNWI) clients by joint meetings. The products include FX, Insurance, structure deposit etc.

Meanwhile, you will provide new products training and closing-deal skills to WM RM in order to achieve team revenue objectives.

In addition, you will also serve as a guest speaker in the marketing events/seminar by providing micro & macro China and global economy insights as well as asset management advice to the clients.

Moreover, working seamlessly with the wealth management product team on new products enhancement and development, as well as improving in customer satisfaction scores are also expected to become your responsibilities.

What you'll need to succeed

  • Minimum 5 years of working experience as a product specialist, financial advisor or sales manager in banking, securities, asset management or wealth management industries.
  • With strong well-rounded wealth management products knowledge such as Insurance, FX, structure deposit etc.
  • 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-off annual leaves, sick leaves, medical/ dental/life insurance, pension schemes etc.
  • Inclusive company culture.
  • Super high-net-worth individual client portfolio.

What you need to do now

If you're interested in this role, pls send your updated Chinese/English resume to Sherie or contact Sherie Li via 010-86487900 for confidential discussion on your career.

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 Sherie Li, the specialist consultant managing this position, located in Beijing
501, Tower 1, China Central Plaza, 81 Jianguo Road, Chaoyang District

Telephone: +86 10 8648 7900

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