The common responsibilities for this position include providing professional financial advice and services to clients, managing clients' wealth assets and portfolios through investment vehicles, and engaging in wealth management and portfolio advice. Responsibilities also encompass investment planning, retirement planning, risk management planning, estate planning, and PRC business and CIES planning. Additionally, the role involves developing team management strategies, learning to recruit and manage a team, and sharing marketing strategies within the team. Continuous self-improvement is emphasized through achieving professional designations and acquiring up-to-date financial knowledge while enhancing interpersonal and communication skills.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers