Responsibilities:
1.Assist Relationship Manager to manage key partner relationship to achieve business targets;
2.Explore new business opportunities in order to company strategy;
3.Building tight relationship with HNW clients to complete team AUM and revenue target;
4.Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile;
5.Support marketing team to build HNW activities based on the team resources;
5.Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level;
6.Work on ad hoc projects and tasks assigned by the management.
Requirements:
1.Bachelor’s degree or above, preferably in Finance, Economics, or a related field;
2.1-2 years of relevant experience, fresh graduate will also be considered;
3.Excellent command of spoken and written English, Mandarin and Cantonese ;
4.High level of customer-centric mindset to deliver exceptional quality services for customers;
5.Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
6.SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.