Responsibilities:

• Closely work and liaise with PB relationship managers in driving business
• Maintain good relationship and deliver investment ideas to high-net-wealth clients
• Work with legal and compliance department and understand client risk appetite, investment preference and return expectations as well as growth of assets and profitability
• Analyse of market and product information and review client investment portfolios for annual Portfolio Insight
• Timely and accurate execution of client orders

Requirements:

• With 7+ years of experience
• Good communication in English, Cantonese and Mandarin
• Excellent presentation and negotiating skills
• Ability and acumen in building strong relationship with working partners
• Knowledge in Risk, Regulatory and Legal & Compliance areas
• License of Type 1 and Type 4 under HKMA/SFC is preferable

Interested parties please click "Apply" or contact Jacey at 3907 3944 for more details.