Job Description
Job Descriptions :
- To be partner with Internal and External Stakeholders to acquire new HNW/UHNW clients
- To provide best customer service, investment solutions, and deepen relationship with clients
- To identify cross-sell opportunities from partners and clients
- To perform regular research on Market Landscape, competitor Product suite, and Development Projects to Internal and External stakeholders
- To perform adequate and satisfactory Local Internal Regulatory and Anti-Money Laundering (AML) checks
- Degree or above in Business, Finance, Economics, Engineering or other related disciplines with 8 years relevant experience
- Min. 3 years of Supervisory experience in handling High Net Worth (HNW) / Ultra High Net Worth (UHNW) clients and portfolios
- Licensed in Regulated Activities of Type 1 & 4. Those registered as an Executive Officer with HKMA and or a Responsible Officer with SFC in relevant industry will be an advantage.
- Sound knowledge in Multi Asset classes and familiar with the Hong Kong Wealth Management Business practices and Mid/Back Office Operations
- Strong in creativity, problem solving, interpersonal, communication, and presentation skills
- Strong in business development skills, performance driven, and sales-oriented
- Able to work independently and under pressure
- Highly proficient in written and spoken English and Cantonese. Mandarin speaker is an advantage
- Presentable, aggressive, result-oriented with good business acumen