Financial Services Manager

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full time
Dealing Manager, Wealth Management Job Summary
We are seeking a highly skilled Dealing Manager, Wealth Management to join our team at CLSA. The successful candidate will be responsible for managing client relationships, executing trades, and maintaining compliance with regulatory requirements. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively under pressure.

Main Responsibilities:
  • Client Relationship Management: Build and maintain strong relationships with clients, ensuring their needs are met and exceeded.
  • Trade Execution: Execute trades accurately and efficiently, ensuring timely completion of transactions.
  • Compliance: Ensure adherence to regulatory requirements and company policies, maintaining a culture of compliance within the team.

Requirements
  • Degree in Finance, Business Administration, or related field.
  • Minimum 3 years of dealing experience in financial markets.
  • Excellent knowledge of financial regulations and compliance.
  • Proficient in trading systems, Excel, and Bloomberg.
  • Strong communication and problem-solving skills.


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