Responsibilities ：

• Develop customer relationships and explore business opportunities within the high net worth segment
• Ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios
• Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite
• Drive process improvement and manage customer service related Projects & UAT
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes
• Conduct monitoring and training to internal staffs

Requirements ：

• Degree holder in BBA or related disciplines
• 6-8 years related working experience gained from sizable financial institutions
• Strong product knowledge on funds, equities, margin financing, insurance, structured product
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
• Fluent in Chinese and English to effectively communicate with local and international

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