Finance Consultant
Remote Details
Open Country：Worldwide
Language Requirements：English, Chinese
Job Description
Description
1. 负责为高端客户提供家族财富管理和传承解决方案，包括财富规划、资产配置和风险控制咨询工作。
2.根据目标客户的需求，完成了家族信托业务的实施，包括客户需求分析、尽职调查、家族信托架构和方案设计、相关合同制定、项目设立等。
3. 通过互联网、电话和其他渠道开设账户，并保持高净值客户。
Requirement
1. 本科及以上学历，金融、经济、法律等相关专业优先。
2.具有两年以上的信托从业经验，或三年以上的金融相关从业经验，能够承担信托项目的主要管理责任。
3.熟悉资本市场，有私人股本产品销售经验，有开发和维护高净值个人客户或机构客户一定经验。
4.具有良好的职业道德和团队精神，较强的压力下工作和沟通能力。
Ailison Grace
Lunker Pty LtdHR Director
Active this month
Benefits
Insurance Health & Wellness
Health Insurance, Disability Insurance, Dental Insurance, Family/Dependent Health
Professional Development
Career Development
Time Off & Leave
Paid Time Off, Paid Holidays, 4 Day Workweek
Posted on 14 August 2024
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