Highly Skilled Private Wealth Management Professional

4 days ago


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

Company Overview


Futu Securities International (Hong Kong) Limited is a reputable financial institution dedicated to providing exceptional services to its clients.



Job Description


We are seeking an experienced and highly skilled Private Wealth Manager to join our team in Shenzhen. As a key member of our PWM team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing personalized investment portfolio analysis and advice, and ensuring seamless account management services.



Responsibilities



  • Develop and maintain strong relationships with VIP clients to achieve team AUM and revenue targets.
  • Collaborate closely with our Investment Advisory and Product teams to provide tailored investment solutions to clients based on their needs, risk profile, and preferences.
  • Be responsible for VIP client services, including account opening, maintenance, and other related tasks.
  • Monitor credit quality and ensure margin levels are within acceptable limits.


Requirements



  • A Bachelor's degree or above in Finance, Economics, or a related field.
  • A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector.
  • Excellent spoken and written Cantonese and Mandarin language skills, with proficiency in English an advantage.
  • A high level of customer-centric mindset to deliver exceptional quality services.
  • Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
  • SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage.
  • Willingness to base in Shenzhen is an advantage.


Benefits



  • A competitive salary package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial institution.


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