Job Description
Job Highlights
Job Description
Responsibilities:
- Establish new business contact and expand the business portfolio of PWM PRC related clients
- Responsible to lead the RM team and achieve business target which is assigned by management
- Provide investment advisory service to PWM clients and selling solutions to PWM customer
- To manage customers’ portfolio by providing advisory service and perform trading order execution for clients
- Sell and cross-sell investment/FX/securities products
- To maintain cordial relationship with existing clients and potential clients
Requirements:
- University Degree in Business Administration, Finance, Economics or relevant discipline
- Minimum 5 years private banking/ wealth management experience or equivalent, PRC experience is an advantage
- Holder of professional qualifications
- Good communication and interpersonal skills
- Good written and spoken English and Chinese, including Putonghua