CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Responsible for developing and maintaining relationships with different kinds of clients
Exploring business opportunities and generating revenues from products/services selling
Coordinating and communicating with different internal channels to support clients prospecting
Handling and executing clients orders and products trading according the approved manuals
Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs.
Achieving annual AUM and revenues targets set by the managements
Full compliance with internal guidelines and those stipulated from the regulators
Other work and hoc tasks when necessary assigned by the supervisors and managers.
Bachelor degree holders and above (Master degree preferred)
Relevant years of experience in client servicing
Solid products skills and strong prospecting capabilities
Proficiency in spoken and written Mandarin and English
Excellent interpersonal skills and communication capability
Strong analytical skills and problem-solving abilities
Detail oriented and able to multi task and work under pressure
Faster learner, team worker and self-starter with entrepreneurial spirit
High level of integrity, honesty, diligence and loyalty
Interested parties please click "apply" and submit your resume with both current and expected salary.
All personal data collected will be used for recruitment and employment related purpose only.