RM Assistant
薪资面议
RM Assistant 薪资面议
北京
本科
0
发布于 6月13日
职位描述
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.
工作地址
东三环北路27号楼嘉铭中心B座19层(16)1901
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