Position Description
To lead and capitalize the business opportunities in HNW segment with one stop solution. Provide quality wealth management solution to HNW client to full fill their immediate needs and long term perspective. Promote one stop solution with a view to acquire new HNW relationships.
Key Areas of Responsibilities
Act as Relationship Manager to maintain good relationship with the HNW & Corporate clients
Build up new HNW relationships, identify new business opportunities.
Develop business for wealth management clients in generating revenue through various wealth management solutions. Scope of work includes account opening, CDD&KYC, product roadshow, project pitching, clients visit in greater China as well as ad-hoc projects.
Provide Wealth Management solution (products and services), not limited to: HK and overseas equities, fixed income, futures, commodities, cash solutions, diverse investments funds, enlisted 3rd party products, complex investment solution and concept of wealth planning, also provide a regular portfolio review and market update.
Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
Support Wealth Management Segment to promote company’s professional image
Possess strong integrity, compliance sense, willingness to learn and progress
Participate internal and external business development activities
Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration
Handle ad-hoc projects as required.
Requirements
Degree holder or above in Business / Finance discipline with 10+ years of relevant working experience in HNW segments in private banks or commercial banks.
Possess strong business network in China and have good connections with clients who are interested in investing in overseas financial products
Soild knowledge of Private Banking products and services
Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities.
Result-oriented with strong initiative and drive to succeed.
Customer-focused and able to work under pressure
Ability to build and maintain strong working relationships with other internal departments.
Strong capabilities of client’s order handling, trading and other non-financial request.
Excellent communication, interpersonal and relationship skills
Good command of written and spoken English and Cantonese and Mandarin
Experienced candidate may consider offer as Senior Manager/ Assoicate Director
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