Recruiting Wealth Advisors

REDEFINING WEALTH LIMITED is a private wealth management company controlled by Mr. Farid Shawish, a partner at Pinnacle Wealth Management LLP, helping you redefine your wealth and achieve those most important goals. Qualifications (Requirements) 1. Those who are interested in financial wealth management and have more than 1 year of experience in the financial industry are preferred; 2. Those with certain basic financial knowledge related to securities and virtual assets are preferred; 3. Those with extensive customer resources and financial marketing experience are preferred; 4. Have strong communication skills and customer development capabilities; 5. Have a strong sense of work responsibility and good interpersonal relationships; 6. Have a strong team spirit and can withstand a certain amount of work pressure; 7. Have good expression skills, clear logical thinking, a sense of team honor, and strong learning ability; 8. Have a clear career plan, clear goals, dare to challenge yourself, be unwilling to be mediocre, pursue high-quality life, and desire success. Requirements: rested in financial wealth management career, more than 1 year of experience in the financial industry is preferred. basic knowledge of finance related to securities and virtual assets is preferred. extensive customer resources and financial marketing experience is preferred. ng communication skills and customer development ability. ng work responsibility and good interpersonal relationship. mediocre, the pursuit of high quality of life, eager to succeed. Responsibilities (Responsibilities) 1. Relying on high-net-worth customers, provide a full range of wealth management work such as family asset allocation, children's asset inheritance, and tax planning. 2. Through communication with customers, understand customers' problems in family finance and financial management needs; 3. Based on the customer's asset size, life goals, expected return goals and risk tolerance, combined with legal and taxation policies, conduct demand analysis, issue professional financial management plans, and recommend appropriate financial products; 4. Achieve a reasonable allocation of assets by adjusting the proportion of financial products in various financial products, so that the customer's assets can maintain and appreciate on a safe and sound basis. Responsibilities: ing on high net worth clients, provide a full range of family asset allocation, children's asset inheritance and tax planning and other wealth management work ugh communication with customers, to understand their problems in family finance and financial management needs. ugh adjusting the proportion of various financial products to achieve a reasonable allocation of assets, so that the customer's assets in a safe and sound