Published 1 week ago

Overseas investment adviser

Danehill Capital Limited

Job Description

[Job Responsibilities]

1. Provide consulting services for customers on overseas products, and answer investment policies and related requirements;

2. According to the policy requirements, analyze and evaluate the background of customers and allocate domestic and foreign investment plans;

3. In the whole process from customer signing to investment success, cooperate with relevant departments to provide customers with high-quality services;

4. Actively participate in project promotion and company marketing activities, tap and accumulate customer resources through multiple channels; 5. Use your sales, communication skills and expertise to expand your target customers.

[qualifications]

1. College degree or above, overseas project experience is preferred;

2. More than 3 years of overseas insurance, overseas investment, study abroad, immigration consulting and other working experience, overseas Chinese contacts or overseas funds are preferred;

3. High enthusiasm for learning and work, good listening and expression skills and communication skills, focusing on sharing and cooperation, daring to break through and innovate.

Job Particulars

Job source
eFinancialCareers
Job reference
23038268
Date published
25 Nov 2025
Job keywords
Private Banking & Wealth Management, Private Client
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