Account Manager/PB Banker
4 months ago
岗位职责:
1、负责协助客户进行境外私行账户的资产配置:日常询价、产品交易,监控跟踪投后情况,做好与客户的交互。
2、对资本市场有一定了解,能为客户解释相关专业术语及专业产品情况,做好相应风险控制。
3、维护公司存量客户的基础上,积极主动开发新客户。
任职要求:
1、本科以上学历,经济、金融、会计等相关专业优先。持牌满足香港证监会要求,公司协助挂牌,申请香港工作签证。
2、具有3年以上投资或私行相关工作经历,熟悉金融产品交易细则,具有一定客户资源的工作者优先。
3、了解资本市场运作,及时跟踪市场动态,关注宏观经济环境、货币政策等,具有一定的市场敏锐度及研究分析能力。
4、细致认真,积极乐观,抗压能力强,思路清晰,具有良好的沟通能力和团队精神。
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