Assist Relationship Manager to manage key partner relationship to achieve business targets
Explore new business opportunities in order of company strategy
Building tight relationship with HNW clients to complete team AUM and revenue target
Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
Support marketing team to build HNW activities based on the team resources
Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
Work on ad hoc projects and tasks assigned by the management
Requirements:
Bachelor's degree or above, preferably in Finance, Economics, or a related field
1-2 years of relevant experience, fresh graduate will also be considered
Excellent command of spoken and written English, Mandarin and Cantonese
High level of customer-centric mindset to deliver exceptional quality services for customers
Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
SFC Licensed type 1 and 4 or HKSI LE Paper 1,7 & 8 or equivalent
The Hong Kong Talent Engage website contains job vacancies information from external sources and relevant links as a convenience to our users, and is not responsible for the content of these sites.
Open the WeChat app and scan the QR code below to follow the official account of Hong Kong Talent Engage, or search "人才服务办公室" in the WeChat app to find us.