凌越金融DynaEast诚聘｜Investment Specialist 投资专员

关于我们
我们是一家成立于 2022 年的全方位金融服务公司，致力于为高净值个人及家庭、企业主和专业人士提供专业、全面的财富管理及金融规划服务。
自成立以来，我们的团队已连续四年获得 President’s Circle Qualifier 荣誉，体现了我们在专业能力、客户服务及业务发展方面的持续优秀表现。
随着公司业务持续发展，我们现诚邀一位拥有成熟客户基础、优秀业务开发能力，并希望长期发展的资深 Investment Specialist（投资专员） 加入我们的团队。
职位职责
为高净值客户及企业主提供专业的投资规划及资产配置建议
根据客户的财务目标及长期需求，制定个性化的投资及财富管理方案
维护并深化现有高净值客户关系
积极开发新客户及新的业务机会
与公司内部及外部专业团队合作，为客户提供包括财富管理、税务规划及家族财富传承在内的综合解决方案
通过专业建议及高质量服务，与客户建立长期、稳定的合作关系
任职要求
我们希望候选人具备以下条件：
必须持有 CFP（Certified Financial Planner）或 CLU（Chartered Life Underwriter）专业资格
拥有成熟、稳定的客户基础
现有客户资产规模原则上不低于 CAD $15 Million（1,500 万加元）
具备优秀的新客户开发及业务拓展能力
具备高净值客户服务及关系管理经验
具备优秀的沟通能力、专业素养及高度职业操守
认同长期发展理念，并有意愿与公司共同建立和拓展事业平台
薪酬及合伙人发展机会
我们为优秀人才提供具有高度市场竞争力的薪酬及绩效激励机制，充分体现个人能力、客户资产规模及业务增长所创造的长期价值。
同时，我们希望寻找的不仅仅是一名员工，而是能够与公司长期共同发展的事业伙伴。
对于表现优秀并达到相关标准的 Investment Specialist，加入公司满两年后，将有机会晋升成为公司合伙人（Partner）。
我们期待寻找已经拥有成熟客户资源和专业能力，同时希望进入更大的平台、进一步发展个人事业，并参与公司长期价值创造的优秀金融专业人士。
申请方式
有意者请将个人简历及简短自我介绍发送至：
点击此处邮箱联系
申请职位：Investment Specialist
所有申请及相关资料将严格保密。
About Us
Established in 2022, we are a full-service financial services firm dedicated to providing comprehensive wealth management and financial planning solutions to high-net-worth individuals and families, business owners, and professionals.
Since our establishment, our team has achieved President’s Circle Qualifier recognition for four consecutive years, reflecting our continued commitment to professional excellence, exceptional client service, and sustainable business growth.
As our firm continues to expand, we are seeking an experienced and highly motivated Investment Specialist with an established client base and strong business development capabilities to join our growing team.
Key Responsibilities
Provide professional investment planning and asset allocation advice to high-net-worth clients and business owners
Develop customized investment and wealth management strategies based on clients’ financial objectives and long-term needs
Manage, maintain, and deepen relationships with existing high-net-worth clients
Proactively identify and develop new client and business opportunities
Collaborate with internal and external professionals to provide comprehensive solutions in wealth management, tax planning, and estate and legacy planning
Build long-term client relationships through professional advice and exceptional service
Qualifications
Successful candidates must:
Hold a CFP (Certified Financial Planner) or CLU (Chartered Life Underwriter) designation
Have an established and mature client base
Have an existing client asset base of approximately CAD $15 million or above
Demonstrate a strong track record in new client acquisition and business development
Have experience serving and managing relationships with high-net-worth clients
Possess excellent communication, relationship management, and interpersonal skills
Demonstrate a high level of professionalism, integrity, and commitment to client service
Have a long-term entrepreneurial mindset and a desire to grow together with the firm
Compensation & Partnership Opportunity
We offer a highly competitive compensation and performance incentive structure designed to recognize individual contribution, client asset growth, and long-term business development.
More importantly, we are looking for more than an employee — we are looking for professionals who have the potential to become long-term business partners.
High-performing Investment Specialists who meet the applicable criteria may have the opportunity to become a Partner of the firm after two years.
This is an opportunity for an established financial professional to leverage an existing client base, grow within a larger platform, expand their business, and participate in the long-term success of the firm.
How to Apply
Qualified candidates are invited to submit their résumé and a brief introduction to:
点击此处邮箱联系
Position: Investment Specialist
All applications and inquiries will be treated with strict confidentiality.