Ultra High-net-worth clients base is provided. Supported by different specialists on wealth management products. Attractive salary with good promotion path.
- Grow HNW client base and special focus on the clients' personal financial analysis, protection and investment needs.
- Acknowledge client’s needs and objectives and provide financial solutions
- Ensure the level of risk associated with all products and services
- Maintain a close working relationship with Business Units to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
- Monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
- Assist company to coordinate and execute business project.
- Perform daily operations and customer services.
- At least 5 years’ experience in banking.
- Qualifier under HKMA / SFC for marketing investment products.
- Familiar with investment banking products and good knowledge in banking services.
- Good interpersonal, problem solving and communication skills.
- Good command of written and spoken English and Chinese (including Putonghua).
Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : firstname.lastname@example.org )