VP/AD, Equity Sales
1 week ago
Expand the client base and sales opportunities of the wealth management business to achieve the department's revenue target.
Key Responsibilities
- Market and explore various client resources, mainly including HNW, Corporate, Listed companies, and other non-licensed investment entities.
- Identify clients' needs to provide suitable global trading and custody services, wealth management advice, and margin financing facilities in the global securities market, with major investment products including global stocks, ETFs, futures, and other exchange products, as well as OTC products such as funds, bonds, and structured products.
- Establish and maintain ongoing and effective communications with Group channels to continuously develop new customers and assets introduction.
Requirements
- University degree or above in business administration or related disciplines.
- 5 years' experience in sales, client relationship, or business development in the financial or banking industry, with the ability to develop and maintain clients independently and having accumulated good client resources.
- Have basic information processing capabilities of the Hong Kong market and identification capabilities of wealth management products.
- Understand the compliance and risk control procedures of Wealth Management and able to implement accordingly.
- Eligible to be licensed under SFC in dealing in securities and futures.
- Strong sense of teamwork and self-motivated, with communication and interpersonal skills.
- Ability to work under pressure in a fast-paced environment.
- Proficiency in written and spoken English and Chinese, including Putonghua.
Mid-Senior level
Employment typeFull-time
Job functionFinance
IndustriesInvestment Banking
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