High-Level Client Service Manager for Private Wealth Management

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

**Job Overview:**

Futu Securities International (Hong Kong) Limited is seeking a skilled and experienced professional to join our team as an Assistant Relationship Manager. As a key member of our private wealth management team, you will be responsible for managing relationships with high net worth clients, identifying business opportunities, and providing exceptional customer service.

**Key Responsibilities:**

  • Client Relationship Management: Work closely with Relationship Managers to develop and maintain strong relationships with existing clients, identify new business opportunities, and increase revenue growth.
  • Business Development: Explore new business opportunities in line with company strategy, building on existing client relationships and identifying potential new customers.
  • Credit Quality Management: Monitor credit quality and manage margin levels, ensuring the company maintains a strong financial position.
  • Ad Hoc Projects: Participate in ad hoc projects and tasks assigned by management, demonstrating flexibility and adaptability.

**Requirements:**

  • Education: Bachelor's degree or above, preferably in Finance, Economics, or a related field.
  • Experience: 1-2 years of relevant experience, with fresh graduates also considered.
  • Languages: Excellent command of spoken and written English, Mandarin, and Cantonese.
  • Customer-Centric Mindset: High level of customer-centric mindset to deliver exceptional quality services for customers.
  • Risk Awareness and Compliance: Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
  • Licenses: SFC Licensed type 1 and 4 or HKSI LE Paper 1,7 & 8 or equivalent.

**Company Overview:

Futu Securities International (Hong Kong) Limited is a leading securities brokerage firm dedicated to providing innovative and efficient financial services to individuals and institutions. We are committed to excellence, innovation, and customer satisfaction.



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