- Location
- Wanchai_KGISHK, Hong Kong
- Type
- Full-time
- Department
- Finance
- Experience
- 3+ years
- Source
- Workday
Description
Join us to build a leading financial company in Asia!
Job Family
私人銀行專戶管理/Private Banking Account ManagementJob Description
Main Duties and Responsibilities
- Achieve business targets in revenue and AUM
- Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
- Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
- Be proactive in client acquisition
- Comply with internal/external regulations and guidelines
Incumbent Requirement
- Form 7 or above
- HK SFC Type 1, 4 licenses
- Insurance Authority license is a plus
- Minimum 3 years' relevant experience in financial industry
- Sales-oriented with proven sales record and performance
- Good client network
- Good knowledge of financial products and markets
- Good communication, interpersonal skills
- Proficiency in English, Cantonese and Mandarin
Education – Degree / Field of Study
Work Shift