Private Wealth Management Manager

Responsibilities Building tight relationship with VIP 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 Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level Requirements Bachelor's degree or above, preferably in Finance, Econo

Futu Securities International (Hong Kong) Limited - Hong Kong - Full time

Salary: Negotiable

Responsibilities

  • Building tight relationship with VIP 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
  • Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level

Requirements

  • Bachelor's degree or above, preferably in Finance, Economics, or a related field
  • A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector
  • Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage
  • 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 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage
  • Willing to base in Shenzhen is an advantage
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21389040

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