Responsibilities

• Develop and implement investment strategies tailored to clients' financial goals and risk tolerance
• Build and maintain strong & long-term client relationships through effective communication and regular portfolio reviews
• Promote various financial products and services, which are not limited to equities, bonds, funds, margin trading to generate revenue
• Conduct thorough market analysis and stay updated on financial trends to provide sound investment advice

Requirements

• Bachelor’s degree in Economics, Finance, Business Administration or any related fields
• Minimum of 7 years of experience in wealth management, private banking or any other related fields
• Excellent written and verbal communication skills in both English and Chinese
• Ability to work effectively in a fast-paced, dynamic environment and manage multiple projects simultaneously
• Familiar with SFC rules and regulations in relation to company business

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