Job Responsibilities

• Providing Investment Portfolio solution.

• HNW and Private Client Wealth Asset Management.

• Business Strategies, Will-Writing, Trust and Estate Planning

• Group and Company Employee Benefits

• Increase and Manage Investment AUM with strong Investment Knowledge.

• Risk Management and Wealth Preservation.

• B2C and B2B collaboration.

• Creative mind in Marketing and Social Media knowledge is a plus.

• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)