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Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.Keep track of the global market trends and major events, understand the current selling points and business strategy, maintain target clients and achieve personal performance goals through standard business actions.Focus on clients daily service to provide professional and compliant suggestions, ensure clients' wealth management and asset allocation needs are fully harnessed based on appropriate principles.Participate in internal/external training, online/offline marketing activities actively for professional and client service ability improvement.Job Requirements
Bachelor degree or above. Finance or relative major preferred.2-3 years of wealth management experience with solid financial ability, strong interest in the wealth management industry, and understanding of different financial market products.Honest, positive, able to work under pressure, strong client service and learning abilities, with decent self-motivation and teamwork spirit.Fluent written and spoken Chinese and English. Candidates proficient in Mandarin, Cantonese, and English preferred.SFC and/or HKMA license holder.Seniority Level
AssociateEmployment Type
Full-timeJob Function
Finance and Business DevelopmentIndustries
Investment Banking, Financial Services, and Investment Management
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