Frontier Financial Group

Relationship Manager/Securities Sales | 人才服務辦公室

2023-06-02 00:00:00發布

立刻申請

職位描述

Responsibilities:

  • Provide a professional, timely wealth management service to high-net-worth clients
  • Develop great relationship with existing clients and explore new business opportunities with them
  • Receive orders from clients and forward them to dealers or place the orders on stock exchanges using trading terminals
  • Manage the on-boarding of new clients and expand our customer base.
  • Assist in the roll-out of new financial products and services to clients.
  • Work closely with investment managers to understand the latest trends in the market.

Requirements:

  • Qualified to conduct SFC regulated activities type 1 and 4.
  • Securities Firm’ In-House Sales will be highly preferred.
  • Knowledge of investment products, especially equities and bonds
  • Minimum 3-5 years or above experiences in securities firm.
  • Strong communication and negation skill, team player.
  • Self-motivated, independent, and able to work under pressure
  • Good command of spoken and written English, Cantonese, Mandarin.

其他細節

職位空缺來源
eFinancialCareers
參考編號
14501407
發布日期
02 Jun 2023
關鍵詞
Asset Management,Broking,Sales & Client Services,Sales/Relationship Management

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