Wealth Management Professional

7 days ago


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

About the Role


We are looking for a Wealth Management Professional to join our team at China Securities (International) Finance Holding Company Limited. This is an exciting opportunity to develop your career in finance and work with a leading company in the industry.



Key Responsibilities:

  • Client Service: Provide comprehensive and professional financial services to existing clients, including developing and maintaining strong relationships.
  • New Business: Support senior sales to bring in new client resources and establish long-term relationships with new clients.
  • Portfolio Management: Formulate appropriate solutions and provide suitable financial products and services to meet clients' wealth management needs and risk appetite.
  • Ad-Hoc Tasks: Perform ad-hoc duties as assigned by supervisor or management.


Requirements:

  • Education: Degree holder in Business, Finance or related discipline(s).
  • Experience: Minimum 1 year of relevant experience in wealth management; previous experience in private banking/wealth management or HNW clients focus is highly preferred.
  • Language Skills: Good command of written and spoken English and Chinese (Cantonese and Putonghua bilingual preferred).
  • Industry Knowledge: Familiarity with stock markets and financial products.
  • Personal Qualities: Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.
  • Licenses: SFC license holder (or passing relevant test).


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