(AVP) Assistant Vice President - Wealth Planning for Group Consumer Financial Services - Group Wealth Management
Roles and Responsibilities:
Main roles and responsibilities (about 85% of the job):
- Ability to be creative in providing real wealth solutions to meet the needs of the customers in various segments such as mass, premier and private banking
- Assist in creation of pension strategy and management of various pension schemes
- Ability to work on wealth transfer models
- Ability to manage projects, including strategy planning and implementation
Other roles and responsibilities (about 15% of the job):
- Training of sales team in wealth solutions
- Public speaking at seminars or roadshows on topics relating to 4 pillars of wealth
- Assist in dealing with media through articles and press response
Reporting to:
- Head of Wealth Planning
Requirements:
Qualifications:
- Degree holder, preferably in Business or equivalent
- CFP or AWP
- Good PC skills especially with excel and powerpoint
- Flair for wealth management system
- Good knowledge and understanding of the pension market
- Good interpersonal, writing and presentation skills
- Ability to think out of the box
- Pleasant personality
Working Experience:
- Minimum 5 years of relevant industry
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