Minimum 1 year wealth management or clients relationship working experience
SFC license holder
Job Responsibilities
Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;
Supporting senior sales to bring in new client resources, establish and maintain long-term relationship with the new clients;
Formulate appropriate solutions and provide suitable financial products and services to meet the clients’ wealth management needs and risk appetite; Monitor clients’ portfolio and provide financial consultant to client;
Perform ad-hoc duties as assigned by supervisor or management.
Requirements
Degree holder in Business, Finance or related discipline(s);
Minimum 1 year of relevant experience in wealth management, previous experience in private bank / wealth management or HNW clients focus is highly preferred;
Good command of written and spoken English and Chinese (Cantonese and Putonghua Bilingual preferred);
Familiar with stock markets and financial products;
Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks;
SFC license holders(or passing relevant test);
Client resources preferred.
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
Expected salary:
Location: Hong Kong
Job date: Wed, 12 Mar 2025 08:24:22 GMT
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