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Maintain long-term relationship with existing clients, explore and develop new business opportunists with prospect to reach clients' wealth objectives and investment requirements
Based on the clients' investment expectations and risk indication, work with internal product specialist team to advise clients with suitable wealth management solutions aiming at optimizing clients' wealth objective
Proactively manage clients' existing portfolios and provide update financial advice to match clients' needs
Participate in large-scale business development program to promote wealth management business
Bachelor degree in finance, business administration or related disciplines
At least 5 years' private wealth management experience in sizable financial institutions with HK and PRC coverage
Sound knowledge of common investment products and high sense in compliance control
Excellent analytical, communication and interpersonal skills
Strong organization skills and attention to detail
A mature and good team player
Professional proficiency in both English and Mandarin are mandatory