Job Description
Responsibilities
Conduct account opening and KYC procedures with clients
Proactively enhance relationships with existing and prospective clients to achieve business targets
Provide investment advices and tailor-made solutions to clients
Work closely with counterparty to ensure a consistent approach to client management
Manage and grow client’s portfolio
Requirements
Holder of SFC Type 1 license with IIQE qualification an advantage
bachelor degree or above in Economics, Finance or related discipline
Competent knowledge in bond, equity and global market
Minimum 5 years client servicing experience in private banking, financial planning or wealth management areas
Experience in providing service to clients from Mainland China preferred
Strong presentation and effective communication skills
Good command of written and spoken English and Chinese, proficiency in Mandarin