
We are looking for someone who is not afraid of hard work and
wants to build a career in the financial services industry in China
as a financial adviser. Someone who is used to influencing
and guiding clients to the best solution for them, whilst building
a strong relationship.
We need someone with some financial planning ability such as the
ability to explain investment life cycle and apply this to
individual circumstance as well as the ability to calculate returns
with both simple and compound interest and answer other basic
financial planning questions. We need an adviser with the
ability to knowledgeably discuss the global economy, its current
situation and trends and develop an investment strategy based on
this understanding.
The successful candidate needs the maturity to handle sensitive
situation and people with maturity and discretion with minimal
oversight or direct guidance. We require a professional
financicial adviser with the pride and drive to deliver the best
financial service for our clients in aligment with our
reputation. We require an adviser with strong emotional
intelligence who will represent Caterer Goodman Partners in a
strong, reliable and professional light whilst building
professional relationships.
Ethics - we require complete disclosure of all conflicts of
interest by advisers as well as a written statement that all advise
provided is the best possible advice for our clients. We
prefer to work on a fee-based basis with our clients wherever
possible to ensure the best possible alignment of interests as
described by the CFA ethics guidelines.
To submit an application, send your CV to admin@caterergoodman.com
with a cover letter detailing why you believe you have the
necessary skills, experience and personal quality to succeed in
this role.