Cpc Client Advisor (north Asia Market) - Vice President
Workforcity
10+ years of experience in wealth management
Strong understanding of north asian culture
Fluent in mandarin/cantonese and english
The CPC Client Advisor serves as a strategic partner for high-net-worth individuals, delivering comprehensive wealth management guidance. This role emphasizes building long-term relationships and collaborating with internal specialists to provide a holistic client experience. The Advisor is expected to proactively anticipate client needs and craft personalized financial strategies to empower clients in achieving their financial aspirations
Job Summary
The CPC Client Advisor serves as a strategic partner for high-net-worth individuals, delivering comprehensive wealth management guidance. This role emphasizes building long-term relationships and collaborating with internal specialists to provide a holistic client experience. The Advisor is expected to proactively anticipate client needs and craft personalized financial strategies to empower clients in achieving their financial aspirations.
Matching Summary
The CPC Client Advisor serves as a strategic partner for high-net-worth individuals, delivering comprehensive wealth management guidance. This role emphasizes building long-term relationships and collaborating with internal specialists to provide a holistic client experience. The Advisor is expected to proactively anticipate client needs and craft personalized financial strategies to empower clients in achieving their financial aspirations.
Skills & Requirements
Must-have
10+ years of experience in wealth management
Strong understanding of North Asian culture
Fluent in Mandarin/Cantonese and English
Nice-to-have
Strong analytical and communication skills
Ability to work independently and in a team
Entrepreneurial spirit
Key Requirements
Relevant experience in North Asia Markets
Proven track record in business development
Mandatory certifications for advising on financial products