Wealth Management Professional
4 days ago
Job Summary:
This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will understand client needs and requirements, identify investment opportunities, and provide financial advice to clients.
Key Responsibilities:
- Develop and maintain business relationships with target clients, bringing in new clients and new assets under management (AUM) to the firm.
- Provide investment advisory and asset allocation services to clients.
- Offer trading and execution services for clients on equities, fixed income, foreign exchange, futures, and options, mutual funds, hedge funds, private equity funds, and structured products.
- Assist clients with wealth planning and preservation through various tools and services.
- Work in a highly dedicated and professional team environment.
Requirements:
- Sufficient knowledge of the Chinese and international capital markets, all major investment instruments, and the firm's products and services.
- Understanding of the client's investment needs and orientation.
Preferred Qualifications:
- Solid sales-related experience in banking and finance companies, preferably with direct experience in securities dealing and wealth management roles.
- Master's degree in relevant majors, preferably an MBA degree holder.
- SFC license 1 and 4.
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