Job Purpose

Expand the client base and sale opportunities of wealth management business, in order to achieve department’s revenue target.

Key Responsibilities

• Market and explore various client resources, mainly including HNW, Corporate, Listed companies and other non-licensed investment entities
• Identify clients’ needs to provide suitable global trading and custody services, wealth management advices, and margin financing facilities in the global securities market, with major investment products including global stocks, ETFs, futures and other exchange products, as well as OTC products, such as funds, bonds and structured products
• Establish and maintain ongoing and effective communications with Group channels to continuously develop new customers and assets introduction

Requirements

• University degree or above in business administration or related disciplines
• 5 years’ experience in sales, client relationship or business development in financial or banking industry, with the ability to develop and maintain clients independently and having accumulated good client resources
• Have basic information processing capabilities of Hong Kong market and identification capabilities of wealth management products
• Understand the compliance and risk control procedures of Wealth Management and able to implement accordingly
• Eligible to be licensed under SFC in dealing in securities and futures
• Strong sense in team work and self-motivated, with communication and interpersonal skills
• Ability to work under pressure in fast-paced environment
• Excellent computer skills in MS Office including Excel & PowerPoint
• Proficiency in written and spoken English and Chinese including Putonghua.

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