Wealth Management Consultant

Responsibility

The common responsibilities for this position include mastering financial management knowledge and market analysis, providing overseas asset allocation advice, planning wealth portfolios for clients, monitoring investment portfolios and risk management, handling contract sales, claims, and service matters, conducting market research and analysis, engaging in client development and relationship management, coordinating events, and communicating with external partners. Additionally, on-the-job training and continuous professional development are integral parts of the role.

Job Growth

Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

• Skill Categories
• Specific Skill Sets

Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

• More Than 70%
• More Than 50%
• More Than 30%
• More Than 10%