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 managing risks, and handling contract sales, claims, and service matters. Additionally, the role involves on-the-job training, continuous professional development, conducting market research and analysis, communicating with external partners, coordinating events, and developing and managing client relationships while understanding and assessing the benefits and risks of different asset types.

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%