Officer / Senior Officer – Wealth Management Officer / Senior Officer – Wealth Management …

Futu Securities International (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Last application, 16 Sep 21
Negotiable
Futu Securities International (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Last application, 16 Sep 21
Negotiable
Posted by:
Ken Huang • Recruiter
Posted by:
Ken Huang
Recruiter
Provide customers with professional online investment advice based on the characteristics of wealth management products.

Responsibilities:

  • Provide customers with professional online investment advice based on the characteristics wealth management products.
  • Provide professional and timely fund selection and asset allocation suggestions for marketing content for the wealth management operation team.
  • Promote the layered operation of platform customers with the customer operations team. 
  • Deeply explore customer needs, formulate refined customer service plans for various types of customers, and focus on supporting the asset allocation needs of high net worth customers (VIP customers).
  • Support fund product launches, roadshows, and other related product and customer activities.

Requirements:

  • Minimum 2 years experience in Investment Consulting, Investor Relations, Private Banking Exposure in fund house or securities firm is highly preferred 
  • Degree holder with Hong Kong SFC RA1 and RA4 license.
  • Fluent in Mandarin, Cantonese, and English.
  • Work Location: Hong Kong
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