Mandarin Speaking Financial Advisor
Company Name:
Ascendo Resources, LLC
Global institution is seeking to hire a Relationship Advisor to provide financial solutions to their current and potential Premier customers through the services and products of their Retail Wealth Management platform. The Advisors are assigned Premier Wealth clients and are expected to seek opportunities to attract, develop and retain these clients and expand the portfolio of clients.
This role is client facing and you will be able to demonstrate the fundamentals of wealth planning and you will be able to identify opportunities for wealth reviews and delivering suitable wealth solutions to your book of clients.
Qualifications
Minimum of eight years proven and progressive financial services and/or retail sales experience or equivalent
Bachelor's degree in Business, Finance, related field or equivalent experience
Series 7, 63, 65 or 66 (in lieu of 63 and 65) and appropriate state licenses (life and health insurance)
Certified Financial Planner preferred
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong client focus and influencing skills
Strong networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of banking client segment and products and services
Strong knowledge of investment products and services delivered, operations supporting them and pertinent regulations affecting their delivery
Ability to work in a team-based environment
Must be bilingual English and MandarinEstimated Salary: $20 to $28 per hour based on qualifications.
Ascendo Resources, LLC
Global institution is seeking to hire a Relationship Advisor to provide financial solutions to their current and potential Premier customers through the services and products of their Retail Wealth Management platform. The Advisors are assigned Premier Wealth clients and are expected to seek opportunities to attract, develop and retain these clients and expand the portfolio of clients.
This role is client facing and you will be able to demonstrate the fundamentals of wealth planning and you will be able to identify opportunities for wealth reviews and delivering suitable wealth solutions to your book of clients.
Qualifications
Minimum of eight years proven and progressive financial services and/or retail sales experience or equivalent
Bachelor's degree in Business, Finance, related field or equivalent experience
Series 7, 63, 65 or 66 (in lieu of 63 and 65) and appropriate state licenses (life and health insurance)
Certified Financial Planner preferred
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong client focus and influencing skills
Strong networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of banking client segment and products and services
Strong knowledge of investment products and services delivered, operations supporting them and pertinent regulations affecting their delivery
Ability to work in a team-based environment
Must be bilingual English and MandarinEstimated Salary: $20 to $28 per hour based on qualifications.
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