Senior Wealth Management Professional
3 weeks ago
Key Responsibilities
- Deliver exceptional wealth management services to high-net-worth clients, ensuring timely and professional support.
- Develop and maintain long-term relationships with clients, fostering loyalty and exploring new business opportunities.
- Receive and process client orders, forwarding them to dealers or executing trades on stock exchanges using trading terminals.
- Manage the onboarding process for new customers, expanding our customer base.
- Collaborate with investment managers to stay up-to-date on market trends and assist in the rollout of new financial products and services.
- Ensure compliance with all applicable rules and laws, carrying out SFC regulated activities with precision.
Requirements
- Bachelor's degree or higher in Economics, Finance, or related fields.
- Qualification to conduct SFC regulated activities, type 1 and 4, with type 9 being highly desirable.
- Strong knowledge of investment products, particularly equities and bonds.
- Minimum 5 years of experience in Wealth Management or Premier Relationship Management with a bank or securities firm.
- Excellent interpersonal skills, ability to learn quickly, and work effectively as part of a team.
- Self-motivated, independent, and able to work under pressure.
- Proficient in spoken and written English and Chinese, including Putonghua.
- Willingness to travel to the PRC on occasion.
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