Financial Consultant

RS Executive

Shanghai, China

Ref: MP927-135

Job description / Role

Employment: Full Time

Our client has a selection of companies built to provide a holistic range of quality services to the professional expatriate community from Europe to Asia. With member offices in Hong Kong, China, Russia and Thailand, the company assists both private individuals and corporate businesses on a regional basis and beyond. The company's strong values and ability to develop innovative solutions for the benefit of our clients sets them apart form others.

High level overview of Job Requirements
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
- Assesses clients' financial situation by gathering information and evaluating risk tolerance.
- Develops financial strategies by guiding the client to establish financial goals; matching goals to the situation with appropriate financial plans. Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Ability to meet specified targets

Requirements

- Bachelors Degree (Finance or related)

A minimum of two years experience in the following:
- Independent Financial Advisor
- Wealth Management
- Banking & Finance
- Finance related sales roles
- Property Consultant
- Mortgage Advisor

Skills & Knowledge
- Exceptional communication skills: Ability to communicate knowledge with strong speaking, writing and presentation skills.
- Relationship management skills: Ability to build and maintain relationships with clients.
- Understands how to manage different styles of relationships/personalities and how to build trust in these relationships
- Project management ability, organizational skills and attention to detail
- Goal & achievement oriented
- Self-motivated with a high level of energy and tenacity
- High levels of resilience/ability to perform in a high pressure environment

About the Company

RS Executive is a trusted provider of executive search, headhunting and bespoke recruitment solutions.

Headquarters in Dubai, strong local knowledge and extensive regional network combined with global reach, makes us the recruiter of choice.

We work with highly successful leaders with demonstrable achievements, who can drive your business forward and help you gain an edge against competitors in an increasingly competitive world. These individuals are in the top percentile within their field, can add instant value and be instrumental to the growth and success of your organisation.

We provide confidential, practical and informed advice to both the clients and candidates that we represent. By listening to their needs, researching, then providing fast and effective solutions we build long-term partnerships with these professionals.

We exclusively recruit for C-Suite, strategic leadership and management roles across all functions of a business.

  • Accountancy & Finance
  • Business Development & Sales
  • Engineering
  • Human Resources
  • Information Technology
  • Investment
  • Legal
  • Marketing
  • Operations
  • Procurement
  • Property
  • Supply Chain & Logistics

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