Vice President/Associate Director
3 days ago
Get AI-powered advice on this job and more exclusive features.
Responsibilities:
- Develop and implement investment strategies tailored to clients' financial goals and risk tolerance.
- Build and maintain strong & long-term client relationships through effective communication and regular portfolio reviews.
- Promote various financial products and services, including equities, bonds, funds, and margin trading to generate revenue.
- Conduct thorough market analysis and stay updated on financial trends to provide sound investment advice.
Requirements:
- Bachelor's degree in Economics, Finance, Business Administration, or any related fields.
- Minimum of 7 years of experience in wealth management, private banking, or any other related fields.
- Excellent written and verbal communication skills in both English and Chinese.
- Ability to work effectively in a fast-paced, dynamic environment and manage multiple projects simultaneously.
- Familiar with SFC rules and regulations in relation to company business.
Mid-Senior level
Employment typeFull-time
Job functionSales and Finance
IndustriesInvestment Banking
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