Strategic Client Services Associate
14 hours ago
At Futu Securities International (Hong Kong) Limited, we are seeking a highly skilled and motivated Strategic Client Services Associate to join our team.
Job Summary:This role is responsible for assisting the Relationship Manager in managing key partner relationships to achieve business targets.
Key Responsibilities:- Partner Relationship Management: Work closely with Relationship Managers to identify and pursue new business opportunities aligned with the company's strategy.
- Client Services: Provide exceptional quality services to High Net Worth (HNW) clients, including account opening, maintenance, and other related tasks.
- Investment Portfolio Analysis: Collaborate with the Investment Advisory (IA) and product teams to provide investment portfolio analysis and advice to clients based on their needs, desires, and risk profiles.
- Marketing Support: Assist the marketing team in building HNW activities based on team resources.
- Ad-Hoc Projects: Undertake ad-hoc projects and tasks assigned by management.
- Education: Bachelor's degree or above, preferably in Finance, Economics, or a related field.
- Experience: 1-2 years of relevant experience, with fresh graduates also considered.
- Languages: Excellent command of spoken and written English, Mandarin, and Cantonese.
- Customer-Centric Mindset: High level of customer-centric mindset to deliver exceptional quality services to customers.
- Risk Awareness and Compliance: Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
- Professional Qualifications: SFC Licensed type 1 and 4 or HKSI LE Paper 1, 7 & 8 or equivalent.
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