Private Wealth Manager

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) 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
  • Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage
  • High level of customer-centric mindset to deliver exceptional quality services for customers
  • Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance
  • SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage
  • Willing to base in Shenzhen is an advantage


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