Requirements
• SFC Type 1,4 licensee, type 9 is highly preferred.
• Good knowledge of investment products, especially equities, bonds, insurance products and structural products.
• A track record in fund raising, growth of AUM, bringing in High-Net Worth clients is preferable.
• 5 years or above sales experiences in bank/ securities firm.
• Self-motivated, independent, and able to work under pressure, result oriented.
• Good command of spoken and written English and Chinese, including Putonghua.
• Willing to travel to Mainland China.
Responsibilities
- Provide a professional, wealth management service to our High-Net-Worth clients.
- Develop great relationship with existing clients.
- Receive trade orders from clients and forward to trade dealers or place the orders using trading terminals.
- Manage the on-boarding of new clients and expand our client base.
- Assist in the rollout of new financial products and services to clients.
- Work closely with investment managers to understand the latest trends in the market.