Main Responsibilities：
- Provide investment services to both corporate clients and HNW investors, conduct investment and financing advice to explore business opportunities
- Establish new relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
- Provide local and overseas secondary markets business services and solutions to listed companies and various official and public authorities
- Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
- Provide business services such as employee shares incentive plans for listed companies, release restricted shares, and H-shares full circulation services.
- Comply with full compliance with internal guidelines and external regulatory bodies
Qualifications & Requirements：
- At least 5 years of Relationship Management experience in Private Banking;
- Bachelor degree or above;
- Solid product knowledge (eg, equities, margin financing, IPO, structured product, funds);
- Strong ability to develop a network of target prospects. Candidate with existing clients base is highly preferred;
- Good communication skills and preferably strong Mandarin speaking and writing ability;
- Willing to travel to meet business need;
- Capacity to effectively prioritize, multitask, and thrive in a fast-paced; environment while maintaining meticulous attention to detail.