Position Description

To capitalize the business opportunities from HNW clients’ investments in wider range of financial products (such as bonds, equities, securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).

Key Areas of Responsibilities

• Act as Relationship Manager to drive target business for HNW clients and professional investors 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 income, futures, commodities 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 increase company’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 6-12 years of relevant experience in Wealth Management Sales

• Solid investment backgrounds in Private Banking products and services including equities, fixed income, futures, commodities and enlisted third party products

• Extensive client network in markets and have good connections with GBA 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 with solid compliance sense and willingness to learn and progress

• Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).

• Less experience candidate will consider offering as Manager

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