Key Responsibilities
- Assist Relationship Manager to manage key partner relationship to achieve business targetsï¼›
- Explore new business opportunities in order to company strategyï¼›
- Building tight relationship with high-net-worth clients to complete team AUM and revenue targetï¼›
- Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profileï¼›
- Support marketing team to build high-net-worth activities based on the team resourcesï¼›
- Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
- Work on ad hoc projects and tasks assigned by the management.
Requirements
- Bachelor's degree or above, preferably in Finance, Economics, or a related field;
- Excellent command of spoken and written English, Mandarin and Cantonese ;
- 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.
- Open to candidates graduating between January 2025 and August 2026.
*Only shortlisted candidates will be contacted.