Job Overview
Category
Advertising, Marketing, Promotions, Public Relations, and Sales Managers
Job Type
Full time - Permanent
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Job Description
Responsibilities
Act as Relationship Manager to drive target business for wealth management clients in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit Maintain good relationship with the existing and new HNW & Corporate clients Provide investment products’ trading and dealing services, including equities, fixed ie, futures,modities and enlisted third party products, also provide post-trade review and data analysis to key clients Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team Support Wealth Management team to increasepany’s brand, product awareness among different clients and market share and penetration Handle ad-hoc projects as required Requirements
Degree or above in Business /Finance /Engineering discipline with 5+ years of relevant experience in Wealth Management Solid investment backgrounds in Private Banking products and services would be an absolute advantage Extensive client network in markets and have good connections with clients who are interested in investing in overseas financial products Customer-focused and able to work under pressure with strong initiative and drive to succeed Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities Possess strong integrity,pliance sense, willingness to learn and progress Excellent interpersonal skills with goodmand of written and spoken English and Chinese (including Putonghua). Job ID JR002064
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