Relationship Manager, Private Wealth Management Relationship Manager, Private Wealth Management …

Haitong International Securities Group Limited
in Hong Kong
Permanent, Full time
Last application, 24 Sep 21
Competitive
Haitong International Securities Group Limited
in Hong Kong
Permanent, Full time
Last application, 24 Sep 21
Competitive
Haitong International Securities Group Limited (“Haitong International”: Stock Code: 665.HK) is a subsidiary of Haitong Securities Co., Ltd. (“Haitong Securities” Stock Code: 600837.SH; 6837.HK), one of the leading securities companies in China. Haitong International is well-established to provide comprehensive and quality corporate finance, wealth management, asset management, fixed income, currency and commodities (FICC), institutional equities and a full spectrum of financial products and services to institutional clients and individual investors domestically and around the globe.

The Job:

  • Complete all necessary process to ensure account opening is smoothly and efficiently done;
  • Preparing all necessary KYC review for Compliance requirement;
  • Ensure comply with all cross border rules when servicing overseas clients;
  • Working closely with all relevant department of the company to ensure work flows/processes are conducted properly and also perform cross selling;
  • Familiarization of all policies and procedures of the Group and ensure no derivation;
  • Comply with all training to be confirmed fit and proper.
     

Requirements:

  • University graduate;
  • Over 5 -10 years relevant working experiences;
  • Good client handling skill;
  • Good knowledge on all investment products and KYC process;
  • Good knowledge on all regulatory requirement on suitability and cross border rules;
  • Good working attitudes and systemic mind.
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