Griffinest Asia Securities – Hiring Sales Associate Trainees
Job Responsibilities:
- Provide clients with professional consulting services on financial products
- Have business development capabilities, be good at communication and coordination, and be proactive
- Be passionate about customer service, with good interpersonal and communication skills
Qualifications:
- Bachelor’s degree or above in Finance, Business, Marketing, or other related fields
- Hold relevant securities licenses and have at least one year of experience in selling financial products (preferred)
How to Apply:
Please send your résumé to: gf@griffinasia.com
Hire Senior Wealth Advisors
We are looking to hire Senior Wealth Advisors with experience of working with high-net-worth individuals and possessing solid client base.
Responsibilities
- Create opportunities to develop and promote new business, and increase referrals and assets under management.
- Manage client relationships by offering investment services and advice to high-net-worth individuals
- Collaborate on client servicing and new business pitches by understanding prospective client needs, risk tolerance and objectives; Evaluate and inform portfolio structure, risk and relative value opportunities
- Hold periodic client service meetings, supported by members of the firm’s research team as needed, to provide insight into market and investment performance and respond to any changes in client circumstance
- Manage investment services by planning, delivery, and regular review with clients; Maintain client satisfaction and actively assist in the wealth management business
- Proactively communicate with clients about current conditions in the financial markets and makes necessary adjustments to their investment strategies. Review asset management and Brokerage statements with clients. Communicate strategic shifts in the marketplace.
- Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
- Maintain all appropriate training and continuing education requirements for licenses and certifications.
Qualification
- Bachelor's Degree Bachelors of Science or Bachelors of Arts degree
- The right candidate will have 7 -10 years of experience working at a brokerage/wire house firm, investment or wealth management company, or registered investment advisory Firm.
- Minimum 7 years’ experience with Microsoft Office software and financial database application.
- Series 7 and 66 licenses
Compensation & Benefits
- Negotiable Payout
- Commission structure to support early development
- Bonus programs and expense allowances
- Retirement Package and Pension Plan
- Medical and Dental