HunterorientalAsia, No.

3-102, Cambridge Forest NewTown,

1177 Xiuyan Road, Kangqiao, Pudong, 201315 Shanghai
Phone: +86 21 2091 9950
www.hunteroriental.asia




Hunteroriental Asia is looking for Wealth Management Consultants
Our client is a world class financial advisory firm in Asia

Wealth Management Consultants based in Shanghai,Singapore and Hong Kong.
The Consultant is expected to counsel clients on potential investment opportunities, by
exercising their knowledge of investment strategies, securities, tax laws, pension plans,
real estate, and insurance.

Key Responsibilities:

Analyse clients financial status, develop client value proposition plan.
Prepare and submit documents to implement plan selected by client.
Sell and Market investment products, financial and wealth management
services/products to clients.
Build client relationships based upon developing strategies to the clients financial goals
through the use of financial and wealth management solutions.
Maintain contact with client to revise plan based on changes in investment market or
modified needs of client.
Sell insurance to client, recommending amount and type of coverage.
Build a relationship processes to ensure that the client retains the Group and consultant
for wealth management services over the longer term.
If applicable, refer client to other establishments to obtain services outlined in
client value proposition plan.
Keep abreast of the financial markets, constantly monitoring the specific investments in
clients portfolios, and being on top of new investment strategies and investment
vehicles.
Develop their client base and service clients business.
Attend Financial Advisers meetings and continuing education sessions to stay current
about products, services, policies, and acquire the required CPD certification.
Prepare and deliver presentations/seminars to clients and prospects for business
development purposes and create an individual sales and marketing strategy for new
client relationships together with the Marketing Team.
Comply with all industry rules and regulations.


HunterorientalAsia, No. 3-102, Cambridge Forest NewTown,
1177 Xiuyan Road, Kangqiao, Pudong, 201315 Shanghai
Phone: +86 21 2091 9950
www.hunteroriental.asia




Requirements:
Established advisors minimum 2 years, Experienced Advisors minimum 8 years of FA
Experience of delivering high quality financial advice and preparation of financial plans
In depth experience of operating computer accounting systems & NAV system
A level education, relevant University Degree and ICWM
CFP, Advanced Diploma (AFPC),CII, Financial Planning Certificate & DipFa
Good communications skills, independent, team player and great interpersonal skills
Excellent sales and negotiation skills plus driven to meet sales targets


For more information contact Associate Partner Vivian Klein Robbenhaar
vivian.klein.robbenhaar@hunteroriental.asia