The common responsibilities for this position include providing comprehensive wealth management advice to High-Net-Worth individuals and corporate clients, designing tailor-made financial plans, and building portfolios that maximize client interests through various investment vehicles. The role involves delivering professional wealth management services, including life protection, retirement planning, and MPF solutions, while also exploring potential market opportunities. Additionally, it requires developing and expanding an existing network through customer relationship management, leading a team, and implementing strategic planning for effective team management. The position also entails assisting clients with financial planning and investment risk analysis, maintaining and developing trusting relationships with clients, and providing mentorship and training to interns to enhance their skills in financial planning.
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