Exciting Challenges

Financial Coordinator

Location

Shanghai/Paris/Kuala Lumpur

Requirements

  • French: Native
  • English: Fluent
  • At least a Bachelor Degree in Finance/Economy/Marketing
  • Experience in Sales/Finance
  • Visa sponsorship available

Description

  • Closely work in collaboration with a Financial Consultant
  • Promote an extensive range of investment services and solutions
  • Booking appointments with potential clients
  • Achieve targets
  • Organize seminars and events
  • Attend¬†seminars and client appreciation events
  • Provide administrative support

Financial Consultant

Location

Shanghai/Paris/Kuala Lumpur

Requirements

  • French: Native
  • English: Fluent
  • Master Degree in Finance/Economy/Marketing
  • At least a Level 3 certificate in Wealth Management/Financial Planning
  • Visa sponsorship available

Description

  • Meet potential clients to provide expert and impartial financial advice
  • Manage client’s investments Portfolis according to their goals and needs
  • Meet existing clients as part of regular situation and Portfolio reviews
  • Attend meetings with providers
  • Achieve targets according to a strict and professional process
  • Organize seminars and events
  • Provide administrative support