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 companys 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