Private Wealth Management Manager, fintech and retail department

5 days ago


Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

 

 

Responsibilities

  • Building tight relationship with VIP clients to complete team AUM and revenue target
  • Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
  • Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks
  • Manage the credit quality and monitor the margin level

 

Requirements

  • Bachelor's degree or above, preferably in Finance, Economics, or a related field
  • A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector


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