CAREER

Job Description:

• Independently build a client base of High Net-worth Individuals, Family offices, Institutional funds.
• Provide independent, sound advice and solutions to clients with the strong support of Reed Capital Partners and its partners .
• Hold in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation, including analysing their portfolios to suggest improvements.
• Present plans and reviews, give regular updates regarding their portfolios, and address any inquiries clients may have with regards to their portfolio.

Requirements:

• Have a knowledge of finance and economics, along with a sharp eye for business trends.
• Be able to think critically and analytically to research and formulate strategies for client portfolios .
• Proficient and fluent in English and Mandarin.
• Be willing to listen and serve clients in their best interests .
• Driven and hungry to search for clients .