Wealth Management Associate

2 weeks ago


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

This role offers an exciting opportunity to work with China Securities (International) Finance Holding Company Limited as a Wealth Management Associate, supporting senior sales and strengthening relationships with existing clients.

Key Responsibilities
  • Provide comprehensive financial services to individual/enterprise/professional institution clients;
  • Establish and maintain long-term relationships with new clients through effective communication and relationship-building skills;
  • Develop and implement strategies to enhance client satisfaction and loyalty;
  • Maintain accurate records of client interactions and progress towards goals.
Requirements
  • Degree holder in Business, Finance, or related disciplines;
  • Minimum 1 year of relevant experience in wealth management;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills.
Benefits

Opportunity to work with a reputable company in the finance industry, professional development opportunities, and a dynamic work environment.



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