Job Responsibilities:

•  Provide investment services to both corporate clients and HNW investors, conduct investment and financing advice to explore business opportunities
• Establish new relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
• Provide local and overseas secondary markets business services and solutions to listed companies and various official and public authorities 
• Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
• Provide business services such as employee shares incentive plans for listed companies, release restricted shares, and H-shares full circulation services.
• Comply with full compliance with internal guidelines and external regulatory bodies

Job Requirements:

• At least 5 years of Relationship Management experience in Private Banking;
• Bachelor degree or above;
• Solid product knowledge (eg, equities, margin financing, IPO, structured product, funds);
• Strong ability to develop a network of target prospects.  Candidate with existing clients base is highly preferred;
• Good communication skills and preferably strong Mandarin speaking and writing ability;
• Willing to travel to meet business need;
• Capacity to effectively prioritize, multitask, and thrive in a fast-paced environment while maintaining meticulous attention to detail.

We offer competitive remuneration package and comprehensive fringe benefit to the right candidate. Interested parties please forward your full resume with availability, expected salary by pressing Apply Now.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for an interview within 2 months from the date of this posting may consider their applications unsuccessful. Personal data will be destroyed after 3 months.

For further information about our Company, please visit our website: https://www.cmbi.com.hk/en-US/ [link removed]

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