Associate / VP, Clients Relationship Manager, Wealth Management

1 day ago


Hong Kong Island, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full time

Associate / VP, Clients Relationship Manager, Wealth Management Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience in the financial industry are welcome; Direct working experience in wealth management or client relationships is preferred; SFC license holder. Job Responsibilities Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services; Supporting senior sales to bring in new client resources, establish and maintain a long-term relationship with new clients; Formulate appropriate solutions and provide suitable financial products and services to meet the clients’ wealth management needs and risk appetite; Monitor clients’ portfolio and provide financial consultant to client; Perform ad-hoc duties as assigned by supervisor or management. Requirements Degree holder in Business, Finance or related discipline(s); Minimum 2 years of relevant experience in wealth management, previous experience in private bank / wealth management or HNW clients focus is preferred; StrongwritingandPowerPointpresentationskills,withtheabilitytocreateclear,professionaldocumentsandengagingslidesforbusinesscommunication; Good command of written and spoken English and Chinese (Cantonese and Putonghua Bilingual preferred); Familiar with stock markets and financial products; Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks; SFC license holders(or passing relevant tests); #J-18808-Ljbffr



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