Job Description

Bright Point Financial Group (BPI) is a boutique financial services firm offering a one-stop shop service to institutional clients across global market access, derivatives clearing, OTC derivatives, inter-dealer broking, and precious metals trade facilitation.

BPI has points of presence in Singapore, Hong Kong, China, and the UK with regulatory licenses from the Monetary Authority of Singapore, Singapore Ministry of Law, Hong Kong Securities and Financial Commission, and UK\'s Financial Conduct Authority.

BPI caters to investment, trading and risk management needs of institutional clients covering hedge funds, proprietary trading groups, specialist market makers, single and multi-family offices, and commercial hedgers. BPI provides a wide array of multi-assets access to global markets including voice brokerage to high frequency & low latency electronic access.

BPI is building its advisory business catering to ultra-high net worth institutional clients covering multi and single-family offices.

We are seeking a motivated and energetic Mandarin-Speaking Financial Advisor to join our team. As a key member of BPI, you will leverage your fluency in Mandarin, financial expertise, and entrepreneurial spirit to provide comprehensive financial advice and solutions to our diverse client base.

Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences. Proactively communicate and provide personalized financial advice based on their individual needs.
• Financial Planning: Conduct in-depth financial analysis, including cash flow management, retirement planning, investment analysis, risk assessment, and tax planning. Develop customized financial plans that align with clients\' goals and help them achieve financial success.
• Investment Advisory: Provide expert investment guidance and recommendations to clients, considering their risk profile, investment horizon, and market trends. Monitor investment portfolios, make strategic adjustments, and provide regular performance updates.
• Mandarin Language Fluency: Utilize your fluent Mandarin language skills to effectively communicate and engage with Mandarin-speaking clients. Conduct meetings, presentations, and discussions in Mandarin, ensuring clear understanding and building trust.
• Business Development: Actively participate in business development activities, including lead generation, networking events, and client referrals. Demonstrate an entrepreneurial spirit by identifying opportunities for growth, expanding the client base, and contributing to the company\'s success.
• Compliance and Regulatory Knowledge: Stay up to date with industry regulations, compliance standards, and best practices. Ensure all client interactions and financial recommendations adhere to legal and ethical guidelines.
• Continuous Learning: Stay informed about market trends, investment products, and financial industry developments. Continuously enhance your knowledge and skills through professional development opportunities.

Qualifications: * Fluency in Mandarin is essential, with excellent verbal and written communication skills in both Mandarin and English.

• Minimum 3-5 years of experience as a financial advisor, investment advisor, or related role, preferably working with Mandarin-speaking clients.
• Strong understanding of financial planning concepts, investment strategies, and wealth management practices.
• Proven track record of building and maintaining client relationships, with a focus on delivering exceptional customer service.
• Entrepreneurial mindset with a high level of self-motivation and initiative. Demonstrated ability to thrive in a dynamic and fast-paced environment.
• Knowledge of financial products, including stocks, bonds, mutual funds, and insurance. Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly desirable.
• Excellent analytical and problem-solving skills, with the ability to translate complex financial concepts into easily understandable terms for clients.
• Strong ethical standards and a commitment to maintaining client confidentiality.
• Flexibility and willingness to adapt to changing business needs.

If you are a highly motivated and entrepreneurial financial professional who is fluent in Mandarin, we encourage you to apply for this exciting opportunity either online or send in your resume to hr@bpifinancial.com quoting ref: BPI_FA2707.

Join our young and dynamic team and contribute to the growth and success of our company while providing exceptional financial advisory services to our clients.

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