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French Wealth Advisor
Published Wednesday, May 06 and refreshed on Mon, Jun 29
501 Views

Integrated in the Shanghai wealth department you will be tied to a senior partner who will train you on a daily basis on all the aspects of the profession, in return you will help him with administrative and sales oriented tasks.

Specific responsibilities include, but are not limited to:

  • Providing a best-in-class service experience to a select group of clients and wealth advisors. This entails frequent communication with clients both verbally and in writing
  • Assist Advisor with the development of new sales opportunities.
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

REQUIREMENTS

  • Four to five-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 2 years of experience in a Finance, business or economics related position
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must
  • French native speaker or Fluent

This is an entry level position, the goal is to match certain KPI’s and rise as an independent wealth advisor.

E-mail us your resume in PDF format at careers@hexagone-capital.com OR https://www.hexagone-capital.com/carrieres

Fulltime 2020-05-06 Shanghai Shanghai 200000 2020-07-27
Hexagone Capital

Hexagone Capital is a French-based wealth management cabinet established in Shanghai. Our company knows a constant increase in business and we are looking for junior wealth advisor who could go through the rank to establish themselves as Wealth advisors.
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